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Strategic planning for transformation

Sep 06, 2023 · 3 min read

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Strategic planning has always been important for CPA firms. It can create a vision for the future that is understood, shared and celebrated by all firm members. In smaller firms, it can help enable the agility and efficiency that drive success.

Taking stock and looking ahead can also provide firms with a useful foundation during a time of tremendous change. Many CPA firms across the country are engaged in business model transformation, moving away from traditional approaches that are not

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