Map Your Plan
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Gearing Up for Success in Practice Development Guide
Get everyone on the same page as you prepare for your new focus on practice development.
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Practice Development Expectations by Level
Use the Firm Competency Model to establish a framework for practice growth and development expectations by position.
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Think Outside the Box: Opportunity Knocks
Use these guides to expand your practice beyond the traditional tax and A&A service areas.
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Personal Practice Development Due Diligence
Assess your personal efforts as you plan your own path to practice development. Note your growth opportunities along the way in this self-paced workbook. Just a few questions from each tab will get you started.
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Use this tool to determine where you can improve your firm’s marketing efforts. The checklist provides the opportunity for a quick annual review.