Ready, Set, Grow: The Starting Line of Strategic Planning

Overview

Success is not accidental-it’s the result of preparation, endurance, and a clear path forward. Just like in a race, accounting firms that start with a strong strategy gain the momentum needed to stay ahead of the competition. Without a plan, firms risk running in circles, losing steam, or falling behind in a rapidly evolving profession.

In this session, we’ll explore how strategic planning serves as your firm’s starting line, setting the direction and pace for sustainable growth, operational effectiveness, partner accountability, and future readiness. We’ll discuss key elements that ensure your firm isn’t just running-but running with purpose-with coordinated planning for talent, technology transformation, client service, business models, and succession planning.

Whether your firm is sprinting toward aggressive growth or pacing itself for long-term success, a strategic plan is the race plan to the finish line. Join Kassi Rushing Consulting and AICPA to learn how to position your firm for a strong start-and a winning future.

Highlights

Prerequisites

None

Designed For

Public Accounting Firms

Objectives

• Intermediate