Fearless In Training

Firm Forum

 
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In every profession there are leaders and there are followers.

But where do the leaders go when they are looking to up their game? They should go to other leaders. Problem is, those other leaders may be equally busy and bogged down, and when conversations with professional peers do happen they lack structure & accountability. What leaders need is a forum to catalyze these types of conversations, and a seasoned facilitator to help keep things innovative & actionable.

Firm Forum is designed to be the ideal place for entrepreneurial accounting firms firms to connect, collaborate, compare notes, and push each other towards embodying their full potential. Through regular monthly meetings, members gain critical insight from their peers and compare key performance indicators to understand where they are falling short. These meetings are paired with 1:1 coaching conversations, a community Slack channel, and ongoing technology training designed to help members create clear & actionable goals around their growth, business development, marketing, hiring, and much more.

 
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What are you investing in?

You are getting access to an exclusive monthly conversation that is facilitated by an industry leader and designed to benefit entrepreneurial accounting firms. You will also get access to a monthly 1:1 coaching call to discuss & be held accountable to your firm’s individual goals. While each firm’s objectives & outcomes may be different, the motivation & insights from the forum are designed to propel every participating practice forward at an accelerated pace.

Tangible benefits

Firm Forum has the potential to completely change your practice.

What you get out of Firm Forum up to you but the main benefits are:

  • Monthly conversations with like-minded & leading firm owners

  • A sounding board with the expertise to tackle industry hurdles

  • Networking with fellow growth-oriented entrepreneurs

  • A support system of fellow firm founders

  • Opportunities to give feedback to key technology vendors

  • Exclusive access to the Firm Forum Slack channel

  • 1:1 accountability & goal setting conversations

  • Mapping & improving processes with other leading firms

  • Exposure to the latest in firm facing technology

  • Partnership & referral opportunities

2019 Topics

Firm Forum topics are prioritized by participating firms based off of the conversations that are proving to be most pressing & enlightening to their practices. In 2019, member firms have focused on dedicating our monthly community conversations to the following topics:

  • Hiring, training & retaining talented team members

  • Best practices in client advisory services

  • Leveraging the latest technology (tech stack review)

  • Tactics for pricing monthly client services

  • Implementing NPS to improve client retention

    • Developing client onboarding

    • Improving internal practice workflows

    • Tackling staffing scalability issues

    • How to determine an ideal niche

    • Documenting a practice playbook

 
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Madeline Pratt

Madeline has built her career at the unique intersection between technology accounting, and channel development. As a business development leader, she has worked with thousands of accounting firms from around the globe to help them streamline internal processes, implement new technology, and develop stand out advisory services. As Madeline expanded her network in the accounting space, she was continuously crossing paths with leading firms that were looking for a way to interface with other owners that were operating at their same level. Upon realizing how many firms were searching for an opportunity to connect & collaborate with their most progressive peers, she founded Firm Forum as a place for firms to accelerate their growth and drive change within the accounting profession.

 
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Firm Forum membership gives you access to a high touch & curated community built specifically for firm founders. Members of the group are not traditional CPA or bookkeepers, they are individuals that see themselves as entrepreneurs in the business of accounting.

Membership gets you access to:

An unparalleled network of industry peers, invaluable insights from some of the most progressive firms in the profession, early access to firm oriented contented & resources, hands-on advice & encouragement, inspiration & accountability, 1:1 coaching conversations, a peer slack channel, and so much more.

To become a member:

You need to either be referred directly by an existing forum member or apply using the form below and then join us for a community conversation. The first coaching & community conversations are provided free for all new members to make sure the group & their goals are well aligned, after which ongoing membership is secured by signing the membership agreement, contributing membership dues & adhering to all Forum policies.

Membership dues range from $199-$399 / month and are determined & applied based on the size & annual revenues of the member firm when they apply. Membership is evaluated annually and is designed to be an ongoing monthly commitment. However, participating firms have the option to exit the group as they choose so long as they provide a 1-month notice in order to open up their spot for another interested party.

Who is eligible:

Firm Forum is a unique community of firm founders that are deeply committed to driving change & innovation within the accounting profession. All firm participants are dedicated to leveraging leading technology, driving consistent & strategic growth within their practice, open to sharing their internal growth metrics, and delivering top-notch advisory services to their clients.

Sound like a fit for your firm? Then use the button below to apply.

 

Got questions? Click one of the icons below to get in touch.