PRA2509

The Art of Alignment - Balancing Your Firm, Your Team, Your Clients, and Yourself

Date
June 11, 2025

In the fast-paced world of accounting, maintaining harmony between your firm’s core values, team dynamics, client relationships, and personal aspirations is crucial yet often deprioritized. But even slight deviations off-course can result in feelings of overwhelm, unhappy staff, mediocre clients or finding yourself running a firm you no longer love.

Learning Objectives

  • Unveil the Impact: Explore how misalignment leads to team dissatisfaction and client attrition, and discover the health and financial implications.
  • Recognize the Signs: Learn to identify subtle cues indicating misalignment within your firm, team, client base, and even yourself.
  • Strategies for Success: Gain actionable insights on how to align your firm’s values, synchronize team objectives, enhance client satisfaction, and foster personal fulfillment as a business owner.

Speaker

Speaker Image for Twyla Verhelst
Head of Accounting Partnerships, (update coming soon)

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