By Amanda L. Jacobson, Manager, Member Programs – Corporate Finance & Publications

When it comes to the benefits of being a PICPA member, CPE is just the start! The PICPA team is dedicated to helping our community of high-achieving accounting and finance professionals get their jobs done efficiently by connecting you with our best-in-class business partners. Over the next few months, CPA Now will highlight some of our new partners and show you how you can take greater advantage of the breadth of your membership opportunities.

In July, the PICPA embarked on a partnership with Empirical Consulting Solutions (ECS), whose talented team of seasoned professionals provides support in marketing/lead generation, customer relationship management (CRM) development, project management, and strategic planning. Whether you’re struggling with an ongoing project that won’t progress, looking to modernize projects or processes, or thinking about starting a new business-modernization project, an initial discussion with Empirical can help you quickly wade through the sea of possibilities and focus your efforts on targeted, solutions-driven options that will help you get up to speed with the most appropriate tools or approaches for your unique situation.

PICPA members are eligible to receive a complimentary 60-minute discussion session to tackle topics including the following:

• CRM – Delve into possibilities of your current CRM platform, or investigate a new CRM, with ECS’s development team. Discuss current processes and identify what’s working and not working, and identify best practices in the professional services world.
• Project Management – Review your project (from acquisitions to large software integrations) and walk through its approach, including process, expected issues, and potential timeframe to complete.
• Marketing/Lead Generation – Brainstorm new business opportunities with a discussion about your current state of lead generation. ECS will share options in developing revenue, best practices for the industry, and strategies that will work with your company’s go-to-market philosophy.
• Strategic Planning – Develop a plan that helps you achieve your goals. A seasoned ECS team will share options, develop pros and cons of each approach, and take a quick look at what you have built currently.  

Access these benefits today. Members, log in to get started with ECS, and stay tuned to CPA Now for more on new benefit offerings designed exclusively for PICPA members. If you are not a PICPA member or you need to renew your membership, do so today and don’t miss out. 

Have questions about this or other benefits? Is there a way PICPA can serve you as a trusted business development partner? Reach out to me any time at ajacobson@picpa.org. I’d love to hear from you!

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