Professional Services Firm Success Story -

Challenge: A CPA firm was transitioning from the management and business development expertise of its founder to his daughter. They needed assistance in enhancing their marketing and business development strategies to ensure a smooth transition and to ensure the longevity of the practice. It was essential to enhance the community profile and business development skills of the daughter so that the firm would not have to rely on her father’s reputation after his full retirement.

JCS Solution: We worked with the client and her staff to develop an integrated approach to business development and linked this effort to their revised long-range business plan. Our work focused on helping them develop a marketing plan that was realistic and worked to enhance the understanding and support of everyone in the firm about their role in this process. Our efforts concentrated on gathering information, directing the research efforts of staff, reviewing data and information gathered to assess marketing opportunities, working as a facilitator in the development of the written marketing plan and in providing training to staff on their role in business development.

Result: This CPA firm successfully made the transition from the founder to the next generation of his family. More than 13 years later, this CPA firm is still successfully servicing its clients.

Research Services:

• Comprehensive Secondary Research
• Demographic Analysis
• In-Depth Qualitative Interviews
• Competitor Intelligence
• Focus Groups
• Surveys

Analysis Services:

• Market Studies
• Company Evaluations
• Situation Analysis
• Market Opportunity Analysis
• Industry Trends Analysis
• Product or Service Concept Development
• Marketing Audits

Planning Services:

• Strategic Planning
• Business Planning
• Marketing Planning
• Business Start-up or Expansion
• Individual Business Coaching