Create a Strategy
Identify a path forward.
Marketing
Advisory Services
Many firms know they want to be more strategic about marketing, but struggle to define what that means. Our Strategic Marketing Advisory Services provide firm leaders with the marketing coaching and advice they need without the cost associated with hiring a full time strategic marketing professional.
The Whetstone Group’s strategists bring a perfect balance of deep knowledge of the business of accounting and robust knowledge of marketing principals to offer clients the guidance they need to meet their revenue goals. All advisory services are scalable and customizable.
Our team will assess your current marketing and sales functions, identify what is or isn’t working; where there is alignment or misalignment; and what to start or stop doing to improve ROI. We’ll work with you ongoing in an advisory capacity to offer big-picture thinking to your growth efforts and ensure your sales and marketing activities are creating the results you want without the side effects (like bringing in the wrong clients or wasted effort) you don’t.
Gather Input
On critical areas.
Amp-up Productivity
Make good use of everyone’s time.
Focus on the Right Topics
Avoid spending time on immaterial items.
Firm
Visioning
What does your firm want to be in five years? What size? What services mix? What resources will you need to support it? How will you get from where you are now to the vision?
If leaders don’t carve out time to discuss and find answers to these important questions they may find themselves simply reacting to forces around them — which leads to less than desirable results.
Our experts will help your leadership team examine and align the five critical firm pillars:
- People
- Finances
- Client Service
- Growth
- Infrastructure
“Larry’s invaluable knowledge of how an accounting firm operates enabled us to zero in on issues and create a strategic vision to help move the firm to the future.”
Joseph Damiano, Managing Partner, SAX, LLP
Client Accounting Services
Reimagined
Client Accounting Services (CAS) is one of the fastest growing areas of the CPA profession, and firms that are agile enough to adopt the right technology and processes have the upper hand in capitalizing on this opportunity.
Firms or individuals can benefit from our proven methodology to create a vision and a growth plan for their practice. We’ll help you sort out the right KPIs, staffing, client service processes and tools. And, we’ll partner with you to grow it.
Our experienced team will work with you in-person or virtually to organize, strategize and materialize the right activities–whether you are just starting out or are looking to elevate to the next level.
Looking for a CAS jump-start? Check out our Beyond Bookkeeping coaching program
” I would highly recommend Carrie as a business consultant for any firm looking to take their CAS practice to the next level. Carrie has amazing insight and brings tremendous value, no matter what stage of the CAS journey your firm is in.”
Tim Bradshaw
Director of Client Advisory Service, 415 Group
Niche
Development
More and more firms are recognizing the value of specialization as well as diversification into more advisory-based practices.
Niche teams or individuals can benefit from a proven methodology to creating growth plans for their specific segment.
Our process includes a detailed growth goal-setting approach, target market definition, and business development activities aligned with your goal and marketing messages — facilitated by our experienced professionals.
These messages will differentiate you from competitors.
Contact us today to learn more about how we can help your firm achieve its strategic vision.
319.447.6400
