Strategic Planning for CPA’s: New Program Trains Accountants to help their Small and Medium Business Clients Create Effective Business Plans

October 17, 2005 (PRLEAP.COM) Business News
A leading edge niche consulting firm that specializes in strategic and operational business planning has launched a new web-site that shows how accountants can add tremendous value for their clients, and take their own practice to the next level. The new website is www.planningbootcamp.com/CPA.

“Creating a compelling, executable business plan is the single most important thing that any organization can do. The problem is that most small and medium sized organizations don't do any business planning at all because they don't have a trusted advisor with the skills to guide them through a proven process. CPA’s and other accounting professionals are perfectly positioned to help clients create a strategic and operational plan that will dramatically improve their results,” according to Peter Wright, president of The Planning Group (www.theplanninggroup.ca)

Wright gives 7 reasons why CPA’s are so well positioned to help their clients with business planning, and could benefit from The Planning Boot Camp.

1. Certified Public Accountants understand the importance of ongoing professional development, and have stringent Continuing Professional Education (CPE) requirements.

2. CPA’s have an intimate knowledge of their clients' operation that will give them a head start when it comes to providing business planning consulting services.

3. Good, professional accountants have developed a deep relationship of trust with their small and medium business clients. This relationship is critical to being effective in this area of small business consulting.

4. Professional accountants already posses the skills and education to learn an important and tightly complimentary new skill set, and although the Planning Boot Camp breaks down the complexities of strategic, operational and tactical business planning into simplified concepts, it is not “Business Planning for Dummies!”

5. Many professional accountants have a desire to be seen as a trusted business advisor that can actually make a difference to their clients' success. Effective business planning is tightly connected to business success.

6. Accountants can learn this program at their own pace, and start putting it into practice with their clients right away. The Planning Boot Camp provides lots of tools, templates, diagrams and samples that are designed for accountants to use directly with their clients.

7. All good accountants should have a well documented business plan of their own. They can practice on themselves before using their new skills with clients!

For more information about how professional accountants can train in a proven, effective business planning process as part of their continuing professional education (CPE), go to www.planningbootcamp.com/CPA