Accounting Firms

 

COSi partners up with progressive accounting firms that are committed to helping their small and mid-market clients prosper.

 

Selected accounting firms are provided with a plug-and-play program designed to generate organic growth in a very competitive environment.

This practical educational program will position your accounting firm as a trusted advisor and thought leader with small and mid-market clients. Hundreds of businesses from a wide array of industries have successfully completed and implemented the COSi Program.

 
 

Benefits of partnering with COSi:

  • Generates organic growth with current clients

  • Provides incremental service opportunities through deeper insights into client operations

  • Creates a competitive advantage for new client acquisition

  • Generates greater loyalty, retention and referrals through increased client engagement

  • Positions your firm as a strong advocate of small and mid-market businesses

Why businesses enroll with COSi:

  • Sustainability – To continue to grow companies’ top and bottom lines over the long run

  • Under Performance – To learn and implement powerful business tools to turn a company and its culture around

  • Exit Strategy – To maximize the valuation of a company prior to selling

  • Winning Culture – To engage employees and develop an energized, creative and driven culture (this is the core of the COSi program, and when it happens, great things happen throughout the organization)

  • Contract Awards – Procurement departments of large corporations encourage their suppliers to attend COSi workshops and enroll in the program to greatly improve their performance. Graduating companies are strongly considered for larger contract awards

 
 

Turnkey Plug-And-Play Program

COSi provides accounting firms:

  • 12 fully-developed classroom presentations

  • Experienced instructors and coaches

  • Weekly coaching sessions (2hrs each)

  • All reference materials, including workbooks, handouts and SOPs

  • A comprehensive workshop marketing program, including a detailed planning timeline, all customer touch points and online registration capabilities

 
 

Revenue Sharing Program

CPA/COSi Breakfast Workshops

The program begins by inviting the firm’s current and prospective clients to attend impactful two-hour breakfast workshops. Attendees will learn immediately applicable techniques to ignite their employees’ creativity and engagement levels and improve problem-solving skills to grow sales and profitability. In addition to learning many new and powerful tools, attendees will have the opportunity to network among other professionals.

 
 

Has your firm been considering adding new services to drive profitable growth and add value?

Partner up with COSi

Contact us to learn more.