Course Description

This dynamic, fast-paced course equips CPAs and firm leaders with dozens of practical, proven tools to grow both their accounting practice and their clients’ businesses. Drawing on insights from Mark Faust’s two widely acclaimed books—Growth or Bust! and High Growth Levers—as well as over 35 years of hands-on experience advising Fortune 500 companies, growth-stage businesses, and CPA firms, this program introduces new consulting offerings and facilitated strategic dialogues that can be seamlessly embedded into your practice.

Participants will learn how to leverage their advisory role to deliver deeper value, elevate client loyalty, and open new high-margin revenue streams—all while positioning themselves as trusted strategic partners to their clients.

Learning Objectives

• Identify specific growth levers that have been used successfully to expand CPA practices and advisory offerings.
• Recognize how to design and facilitate high-impact client engagements using Faust’s proprietary “Growth Strategy Dialogues” to increase client retention, cross-selling, and referrals.
• Explore new consulting services that are relevant to current client needs, including turnaround strategy, succession planning, margin improvement, and business model transformation.
• Discover how to integrate strategic growth tools into your practice’s service mix to attract higher-value clients and command premium fees.
• Understand how to enhance firm-wide advisory acumen with learning frameworks that elevate partners and senior managers into proactive business growth advisors—not just compliance providers.

Prerequisites

• None

Who Should Attend

• Managing Partners
• Practice Leaders
• Business Development Executives
• CPAs interested in expanding their advisory capabilities and client value impact
• Firm professionals looking to diversify revenue streams