In the meantime, I thought you might enjoy these resources:
Published articles regarding retreats:
February 2021 - Critical Questions to Ask at Your Accounting Firm Retreat - There has never been a better time than 2021 to conduct a firm retreat. The pandemic has changed the way we work and given us challenges we never thought possible. It has also provided opportunities that deserve attention.
February 2021 - 5 Reasons to Conduct a Retreat in 2021 - Many CPA firms conduct annual retreats to keep them on track. With the pandemic, more firms need to consider holding a retreat to help them prepare for their future. Taking into account what we've learned over the past year, here are five reasons to conduct a retreat in 2021.
April 2014 – Crucial questions – Be sure to get answers to these at your next firm retreat – Retreats are an opportunity for CPA firm partners to gather and discuss firm issues and operations. Marketing and practice development may be the focus of theme of your next retreat. Read this article for four crucial questions to ask.
February 2008 – Planning and Follow Up are Key Elements of Successful Retreats – Many CPA firms conduct annual partner retreats because they can see measurable results from investing the time. Read this article for tips on planning and following up your next retreat.
Download our complimentary Retreat Checklist.
You may also be interested in our book, The 90-Day Marketing Plan for Accounting Firms. This book provides a method for practices of any size - from sole practitioners to regional firms. It includes step-by-step, week-by-week instructions, worksheets, illustrative examples, real-life case studies and exclusive research findings.
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