Mark Koziel: Transforming the CPA Firm Business Model | Gear Up for Growth

CPA Trendlines Podcasts

Gear Up for Growth
With Jean Caragher
Capstone Marketing
In this Gear Up for Growth episode, Mark Koziel, president and CEO of Allinial Global, tells Jean Caragher that CPA firms must move toward a corporate business model, or they could fail to grow or worse.

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“Every partner that's nearer that retirement age is trying to beat their compensation from the year before so that their deferred comp is as maximized as it can be,” explains Koziel, “and that goes directly against what the firm needs to do to transform for the future.”
These partners are making personal decisions, not firm decisions. Transforming a firm's business model requires a change in mindset, focusing less on an individual's goals and more on what the firm can achieve as a team.
Other highlights include:

• Learn about the first step to transform your firm’s business model.
• Hear about the client coordinator role and its contribution to your firm’s business model.
• Find out how to set up a board that will set your firm's strategic direction.
• Discover different strategies to replace employees who leave your firm.