A major challenge for small firm practitioners is keeping up with tax and financial reporting requirements and giving their clients the service level they deserve. Doing this while managing their firm to prosperity can be a daunting task. Looking for someone to advise firm leadership through major decisions and best practices can be overwhelming. There are hundreds of consultants serving the CPA industry that firms can employ to help them maintain a profitable practice. Another source of valuable information is to speak to peers of a similar or slightly larger size firm to seek practical guidance on those things that keep you up at night and how to get them resolved, but that still takes time.

For your next firm retreat or partner meeting, consider “going outside your four walls” by utilizing BLS as your connector. Our key facilitator, Barry A. Crozier, CPA, CGMA, has direct experience as our former managing director for 21 years, member of the advisory committee for the G400 (AICPA), and group leader for Management for Results (MFR). He’s been there! He is wise, experienced and has dealt with many sensitive issues over the years but he is still in tune with CPA management as he continues to be a shareholder at BLS. By utilizing BLS for your facilitation needs, we can help you connect the dots by identifying opportunities, establishing realistic goals, outlining an action plan, and obtaining results.

Let us listen to you and help you connect your goals with results so you can dedicate the time and energy to think clearly without the clutter of running the actual meeting.

Sample Topics That Can Be Discussed
  • Succession Planning
  • Performing a SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)
  • Identifying benchmarks for strategic planning
  • Current client analysis
  • Marketing
  • Business Development
  • Firm growth – organically and mergers & acquisitions
  • Individual professional growth
  • Staffing analysis
  • Firm culture
Our Approach
  • Initial conversations with the director in charge of the meeting
  • Confidential solicitation of information from meeting attendees and data compilation prior to the meeting
  • Agenda preparation
  • Meeting facilitation
  • Follow-up discussion after the meeting with the director in charge
  • Detailed report bullet pointing immediate suggestions that are manageable to achieve and long-term suggestions
  • Quarterly follow up
Contact Us

Learn more about our CPA firm consulting services by contacting Barry A. Crozier, CPA, CGMA directly at 302.225.0600 or click here to email Barry.