Celebrating 43 years of Driving Practice Success
since 1983
PRACTICE MANAGEMENT FOR CPAs
BUILD A MORE PROFITABLE CPA FIRM
— WITHOUT WORKING MORE HOURS.
Get Your Firm Working for You, Instead of You Working for Your Firm
IT’S TIME TO MAKE MOVES
What’s Holding
Your Firm Back?
Get a quick, personalized look at where your firm can improve profitability, productivity and growth.
FREE 2-MIN CPA FIRM ANALYSIS
REAL CPA FIRMS
REAL RESULTS
Profitability Increased by
600
“Collections are up by 32% and profitability has increased by 600%.”
Rochelle Chandler, CPA — Texas
From 14-Hour Days to a
40
Hour Tax-Season Week
“I typically work just 40 hours per week during tax season.”
Dairel L. Denton, Jr., CPA — Missouri
Profits Increased
2
After implementing Sterling’s management program, Dairel Denton regained his family life, took extended vacations and doubled the profitability of his firm.
DOES YOUR CPA FIRM
DEPEND TOO MUCH ON YOU?
A larger firm shouldn’t require
a larger sacrifice from its owner.
Sterling helps put the management systems in place that allow the firm—and its
people—to become more productive and less dependent upon you.
WHAT WOULD YOU
CHANGE ABOUT YOUR FIRM?
More Profit
Improve productivity, billing, collections and efficiency so more of your firm’s revenue becomes profit.
Better Staff
Learn how to hire more effectively, establish clear responsibilities and objectively determine who is—and isn’t—producing.
More Time
Build a practice that can operate successfully when you aren’t there—during tax season and throughout the year.
Less Owner Dependence
Stop being the person who has to solve every problem, answer every question and finish everyone else’s work.
Better Organization
Establish clear functions, responsibilities, procedures and measurable production standards throughout the firm.
IT’S TIME TO MAKE MOVES
Systems into Practice
CPA school taught you accounting. It probably didn’t teach you management skills. We work with you to put the systems into your actual practice.
YOU KNOW ACCOUNTING
— WE KNOW PRACTICE MANAGEMENT.
Those are management skills—and they can be learned. Sterling doesn’t simply give you ideas and send you home to figure them out.
THE STERLING APPROACH
1. FIND THE REAL BOTTLENECKS
We analyze the firm to determine what is limiting profitability, productivity, expansion and owner freedom.
THE STERLING APPROACH
2. PUT THE RIGHT MANAGEMENT SYSTEMS IN PLACE
Working with your Sterling consultant, you establish the organizational, personnel and management systems appropriate for your firm.
THE STERLING APPROACH
3. GET THEM IMPLEMENTED
We help you put what you’ve learned into use so changes actually occur inside the practice. The goal isn’t more theory.
The goal is measurable improvement in your firm and your life.
MORE THAN 500,000
CONSULTING HOURS DELIVERED
176000
Professionals and Staff Trained in Practice Management
500000
Consulting Hours Delivered
1700
Clients from more than 1,700 US Cities & All 50 States
Before Sterling, Rochelle Chandler was working extraordinarily long hours, managing too many staff and watching expenses outpace revenue. After implementing Sterling’s management systems, she reported:
”I GOT MY LIFE BACK!... We all get to go home to our families by dinner time, even during tax season.
Rochelle Chandler,CPA — Texas
32
Higher Collections
600
Higher Profitability
40
hours of work per week—even during tax season
Client Success Testimonials
FREE PRACTICE MANAGEMENT TOOLS DVD
RECEIVE A FREE DVD and CONSULTATION WITH A STERLING PRACTICE MANAGEMENT EXPERT
HOW HEALTHY IS YOUR CPA FIRM?
Take Sterling’s Free 12-Point CPA Firm Analysis
BEGIN ANALYSISWhen you’ve completed it, a Sterling practice-management expert can review the results with you and
discuss areas where your firm could potentially improve.
A BETTER FIRM CAN MEAN A BETTER LIFE.
You built your firm to create success—not to become trapped by it. If your CPA practice is producing good revenue but demands too much of your time, staff aren’t producing what they should, or you simply know the firm should be more profitable, find out what Sterling can do.
