Pioneering the New Firm: Self Study

Are you ready to take the dive into firm ownership? Or do you need a kick in the pants on moving your firm to serve globally, make new innovations a mainstay in your firm or taking your firm into the clouds? Are you tired of the same way our stodgy profession has progressed in the past? Do you know how to market to new clients online? Are you still using time sheets (and losing money)? In the Pioneering the New Firm (PNF) coaching course, you will address the issues above and so many more!

  • Self Study Class

    $1200.00 /person

    Take the entire Pioneering the New Firm course at your own pace. This option includes:

    • Move through all of the video lectures, readings, discussion questions, and exercises included in the main course, at your own pace. The entire course should take between 25 and 30 hours to complete.
    • Answer collaborative questions on the reading materials, and comment on other self-study members’ answers.
    • At the end of your self-study, participate in one of the two hour Open Sessions where we'll meet with you live to work through the things you want to change in your firm. 

About this course

Are you ready to take the dive into firm ownership? Or do you need a kick in the pants on moving your firm to serve globally, make new innovations a mainstay in your firm or taking your firm into the clouds? Are you tired of the same way our stodgy profession has progressed in the past? Do you know how to market to new clients online? Are you still using time sheets (and losing money)?

In the Pioneering the New Firm self study course, you will address the issues above and so many more! You will enter into a path of study that will challenge you like never before. This is not a course for the weak at heart!

In addition to the challenging material, you will be able to participate discussion and collaboration with other accounting professionals.

While this course can be completed at your own pace, we strongly suggest that  while you're working through the course, you set aside your ideas of firm management and allow the materials and interactions with other members of your self study class group mold and shape your ideas, challenge what you believed and then help you set your direction before the next tax season rolls around.

The things you learn in this course will be with you the rest of your career!  This may be the catalyst to push you to the next level of growth and profitability. You can’t know who you will learn from, what relationships you’ll build and the changes you’ll make in your own firm. Don’t hesitate to implement strategy and intention into your firm!

Course Path Overview

  • Getting Started

    • Introductions

      • to-do Introduce yourself!
      • to-do Update your profile
    • Pre-work

      • watch Welcome to the course
      • read The Gap
      • read Pioneers
  • New Pricing

    • Lesson 1: The Importance of Profit

      • watch The Importance of Profit Introduction
      • read The Importance of Profit
      • watch The Importance of Profit Conclusion
      • to-do Record your top three take aways from this lesson
    • Lesson 2: Value Pricing in a Commodity World

      • watch Value Pricing in a Commodity World Introduction
      • read Value Pricing in a Commodity World
      • watch Value Pricing in a Commodity World Conclusion
      • to-do Record your top three take aways from this lesson
    • Lesson 3: Creative Pricing Strategies

      • watch Creative Pricing Strategies Introduction
      • read Creative Pricing Strategies
      • watch Creative Pricing Strategies Conclusion
      • to-do Record your top three take aways from this lesson
  • New Management

    • Lesson 4: Managing Your Trade vs. Working in Your Trade

      • watch Managing Your Trade Introduction
      • read Managing Your Trade vs. Working in Your Trade
      • watch Managing Your Trade Conclusion
      • to-do Record your top three take aways from this lesson
    • Lesson 5: Knowledge Management

      • watch Knowledge Management Introduction
      • read Knowledge Management
      • watch Knowledge Management Conclusion
      • to-do Record your top three take aways from this lesson
  • New Marketing

    • Lesson 6: Branding and Visioning: The Requirements of Narrow Positioning

      • watch Branding and Visioning Introduction
      • read Branding and Visioning: The Requirements of Narrow Positioning
      • watch Branding and Visioning Conclusion
      • to-do Record your top three take aways from this lesson
    • Lesson 7: Strategic Client Selection

      • watch Strategic Client Selection Introduction
      • read Strategic Client Selection
      • watch Strategic Client Selection Conclusion
      • to-do Record your top three take aways from this lesson
  • New Processes

    • Lesson 8: The Big Goal Behind Process Design

      • watch The Big Goal Behind Process Design Introduction
      • read The Big Goal Behind Process Design
      • watch The Big Goal Behind Process Design Conclusion
      • to-do Record your top three take aways from this lesson
    • Lesson 9: Building Value Into Your Firm Through Process

      • watch Build Value Through Processes Introduction
      • read Building Value Into Your Firm Through Process
      • watch Build Value Through Process Conclusion
      • to-do Record your top three take aways from this lesson
    • Lesson 10: The Strategy Behind ‘No Paper’

      • watch Strategy of No Paper Introduction
      • read The Strategy Behind ‘No Paper’
      • watch Strategy of No Paper Conclusion
      • to-do Record your top three take aways from this lesson
  • Finishing Up

    • Lesson 11: What Does a Leader Do?

      • watch What Do Leaders Do?
      • read What Does a Leader Do?
      • to-do Record your top three take aways from this lesson
    • Participate in an Open Session

      • attend Open Session