TAX & ACCOUNTING


Are you looking to Significantly grow your Practice?


Niche is not just CPA practice owners but those who have significant growth goals and who feeling either stuck or are not growing as fast as they would like. Alternatively, they may be confident that they can achieve a lot of growth but want it to be an easier, faster and more predictable path. Our ideal client is looking for a blueprint of how to get to the next level because not having done it before, they don’t always know exactly what it looks like.

Tailored Services: Ever feel like consulting/coaching programs you’ve done are cookie cutter and not quite right for you? Do they involve group coaching where you didn’t feel your particular needs were being met? While our consulting program does contain a group element, it is 90% one-on-one consulting, to ensure that you get the attention you deserve. This is what accounts for the higher growth rates and much faster results that our CPAs obtain, compared to other programs.
2017-10-24 Ciara MacMahon (50)

Services Provided to expand Accounting Practices:

  • Strategic Planning, customized to each practice so you have your own 3 – 5 year Business Plan
  • Marketing
  • Infrastructure -Efficiency/time management training, systems and processes
  • Hiring
  • Team Building - gaining agreement/buy-in from staff resulting in increased billings
  • Staff performance review/management
  • Fee Structure - how best to structure service offerings/packages/fees
  • Exit Strategy – some of our clients have sold practices to other clients of ours, so having a lot of contacts in the accounting industry, has helped clients out with buying for growth, as well as selling for exit strategy
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Successes:

  • Ted F. Uehlinger CPA, of Uehlinger, Tablack CPAs
    "Having experience in sales and running accounting practices, we were a little skeptical working with Phase Two. Ciara however, quickly alleviated our concerns by helping us increase our top line recurring revenue by 15% in just two months and reducing the amount of time we spend running our practice!! If you're looking to build a framework for long term revenue growth and more free time, look no further."
    Ted F. Uehlinger CPA, of Uehlinger, Tablack CPAs
  • Brian Basinger CPA
    Ciara has been a great resource over the past year, as my firm has had major growth. She has been everything from psychologist to strategist to boots-on-the-ground recruiter. Ciara has helped me stay accountable to myself on my goals, avoid irrational decisions, and counselled with me on the correct next steps so I can proactively stay ahead of growing pains. I highly recommend her for anyone looking for a steady, guiding hand as they grow their practice.
    Brian Basinger CPA
  • Mark G. McNelis, CPA
    “I just opened my own CPA practice a little less than two years ago. What is unique in my situation is I had over twenty five years of experience as a manager and employee of small CPA practices. I met Ciara and we decided to work together to help me develop a better administrative structure, and a better marketing plan to help me achieve the type of growth I wanted to achieve for the practice. With Ciara’s guidance, I began to focus my efforts on my strengths, streamline my internal processes and more aggressively market my practice. She helped me see the value of social media and numerous other marketing techniques. She has superior knowledge on how small accounting works and knows what is needed to make the jump to the next level. My practice has grown with her guidance to the point I will need to hire help for the upcoming season! There is no doubt her guidance helped me get there. I recommend her services to anyone!”
    Mark G. McNelis, CPA
  • Howard J Crane CPA
    “Ciara provided me with business management and development advice over the years that enabled me to more than double my CPA practice and finally sell the practice as I move into retirement. Her assistance has been invaluable ”
    Howard J Crane CPA

Take this Quiz to determine if You are Poised for Significant Practice Growth!

 
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