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Free CPA Webinar coming up in July: |
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How to build an Advisory-Oriented CPA Culture: Benefits of a Trusted Advisor Program |
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Tuesday, July 6th | 2 pm (EST) |
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Many CPAs acknowledge the need to
shift into a more proactive advisory-focused posture when serving their
clients, but most lack the systems to effectively make that transition happen
within their firms. Breaking free from the traditional compliance/ annuity
services mindset requires a new way of thinking, and an entirely new approach.
Over the past 20+ years The Growth Partnership has been helping CPA firms achieve sustainable, profitable growth, and we’ve learned and seen a lot over those two decades of service. Drawing on that experience and expertise, we have developed the Trusted Advisor Program(TAP) to help firms more easily shift to an advisory-oriented posture. TAP is more than just CPE – it is a practical approach to changing the culture of your firm that includes everything you need to transition successfully.
- NASBA certified training (classroom and/or virtual) to help participants develop advisory-oriented competencies;
- A customized framework of assignments for each participant that will move them toward a more advisory-centric approach;
- One-on-one coaching to help each participant overcome barriers and successfully achieve their program assignments;
- Team pipeline meetings to measure success and track program results;
- A proven network of advisory partners that can supplement a firm’s in-house advisory expertise;
- An online Advisory Platform that serves as the central hub for program information and activity.
- Complete program customization to seamlessly tie the TAP into your existing programs and initiatives.
- Objective metrics displayed on compelling dashboards to quantify program results.
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Charles Hylan, CPA, MBA, joined The Growth Partnership as a Shareholder after dedicating 12 years consulting with, and working in, accounting firms ranging from sole-practitioners to National and Big 5 firms. During this time, Charles spent more than eight years working at Price Waterhouse and Arthur Andersen where he began his career as an auditor before transitioning into a strategic planning and marketing role. Charles entered the accounting consulting industry in 1999 as a Vice President in the Consulting Services division of Waugh & Co.
As a shareholder, Charles’ passion is to help each client succeed as a business owner. To this end, he is a trusted advisor to clients within several areas of TGP’s service offerings, including marketing, strategic planning, partner compensation, partner buy-in/out, partner succession and leadership development.
Charles works closely with TGP clients to create high-impact marketing plans focused on implementation. As a practice management consultant, he draws upon his practical, “can-do” approach to help firms create and execute long-term plans, effective compensation systems and realistic succession strategies. On the leadership development side of TGP, Charles facilitates several different training offerings that equip partners and future partners with the skills needed to successfully manage and lead their firm. Finally, Charles leads the efforts on bringing The Rosenberg Survey, a benchmark report comparing over 100 metrics across nearly 400 firms, to the accounting marketplace.
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