CPAmerica International Builds Stronger Bonds in Third Year of Visitation Improvement Program

CPAmerica International members recently completed the third year of its Visitation Improvement Program (VIP). The VIP was created as a special program that allows member firms to see the inner workings of their fellow association members in order to continue to improve as a team.

By the close of 2015, more than 70% of CPAmerica member firms will have participated in VIP. Twenty-seven firms have sent a team consultant more than once since the start of the program in 2012. The goal is that all 72 CPAmerica member firms participate in VIP by the end of 2016.

The VIP Program involves two CPAmerica Leading Partners forming a consultation team to visit another firm for two days, during which time the CPAmerica VIP team focuses on identification of one or two major goals to support the visited firm’s continuous improvement.

“This program is intended to allow a trusted colleague to give you their take on your business in a structured environment,” says Alan Deichler, president of CPAmerica. “Members spend two and a half days getting to know each other’s firms and then make recommendations based on what they see. So far, we have had a great response to the program and participants have taken the time to make thoughtful recommendations.”

At the end of the program, the VIP team makes their recommendations and discusses their perspective with the VIP firm being visited. A follow-up conference call is made after 12 weeks to revisit the suggested action items and discuss any areas of concern.

Ultimately, the firm can choose to implement or not implement any of the recommendations, but a deeper connection with other members of the association has been established. They have become each other’s trusted advisor.

The dues-funded VIP Program is designed to provide a practice management enrichment experience for all involved, both visited firm and team consultants.

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