Are You Asking the Right Questions to Move Your Firm Forward?
This quick guide isn't about buzzwords - it's about the real questions firm leaders should be asking right now.
Tax season’s over. You’ve had a little space to breathe. Now’s the time to shift your attention back to the business and what’s ahead.
For many firms, that means launching new advisory services or exploring how AI could create efficiencies. Others are rethinking succession plans, evaluating whether they’re truly positioned to grow their industry niches, or revisiting pricing models that haven’t been touched in years.
But even with a clear vision, growth can stall. Sometimes it’s an execution gap. Sometimes it’s misalignment among partners or teams. Either way, the strategy exists, but it’s not moving.
This guide gives you five questions to help you step back, refocus, and get real about what’s working and what’s not, so you can move forward with a plan that actually gets traction.
WHAT'S INSIDE
Inside, you'll explore questions like:
Are we clear on what's driving our revenue and what's not?
Are our services evolving with the market or falling behind it?
Are we executing or just planning?
Each question includes:
✔ A short insight
✔ A reflection prompt
✔ A next steps
It's designed to spark honest conversation - with yourself, your partners, or your leadership team.
READY TO TAKE THE NEXT STEP?
Download the guide as a PDF - and carve out 15 minutes to think through your next move.
I work with firms that are ready to grow. Not by adding more to their plates, but by aligning around what matters most and executing with focus.
If you're interested in talking through what this could look like for your firm, let's have a conversation. Book a 1:1 Strategy Call.