About

MyClientPlan is a tool you can use to develop a well thought out growth plan for your Firm and/or individual practice. We have provided you a step-by-step fill in the blank approach for developing a common sense actionable business development plan.

You will decide how much you would like to grow your business, how much business will come from traditional accounting services and how much will come from non-traditional services such as Consulting. Once these decisions are made you will then develop tactics that you will implement that will enable you to meet your growth requirements.

There are only two ways to grow your business, either through acquiring new clients or by providing more services to your existing clients. These issues will be addressed by asking you to identify what services, if implemented, would benefit your Client. You also will establish a contact plan that will give you a specific timeframe to implement your business plan.

There are only two ways to grow your business, either through acquiring new clients or by providing more services to your existing clients. These issues will be addressed by asking you to identify what services, if implemented, would benefit your Client. You also will establish a contact plan that will give you a specific timeframe to implement your business plan.

If you are serious about growing your practice, MyClientPlan, will give you a tremendous advantage in obtaining your new business development goals without requiring you to spend countless hours filling out forms. You will also be able to share your experiences, ask questions and find new growth ideas with other participating users in the MyClientPlan Forum.

If you would like more information regarding this program, or would like to arrange an in- house workshop

please email us at info@myclientplan.com