In this course, we talk about setting and communicating expectations for your people, how to help you more effectively manage your practice, and key factors that CPA firms are addressing in their employment agreements.
Bill has been consulting for three decades to all sizes of businesses, from Mom and Pop operations to Fortune 100 companies, primarily in the areas of strategy, leadership and change management. He decided to add the credentials of CPA behind his advisory work and became a CPA in 1986. Prior to his life as a CPA, he worked for IBM in sales back in the late 70’s. As an entrepreneur, Bill has founded seven small businesses, he had two ladies clothing stores, one retail computer software store, a software development firm, a computer consulting firm, a CPA firm and his current management consulting firm – Succession Institute, LLC.
Dominic is a founder and the Executive Vice-President of Consulting Services for Succession Institute, LLC, a consulting firm specializing in organizational development work with offices in Colorado and Texas. He helps professional firms make the transition from “Eat What You Kill” business models to a “One-Firm” business model, and he provides general management consulting to the profession. In addition, he utilizes partnering techniques to help management teams for large, complex construction projects work together effectively, and he also assists Boards, owners’ groups and management groups in articulating their organizational visions, and developing strategies and plans to achieve the visions. He accomplishes this using participative process consulting, as well as traditional management consulting services dealing with performance management and measurement.
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