future ready CPA firm

the post-pandemic secret to success

The CPA firm Grover, Mueller & Swank (GMS) is proof that putting your people first is the secret to building a future ready CPA firm.

GMS went all in and committed to doing the work they knew they needed to do for quite some time. 

This dedication to making room for lucidly™️ in all areas of the organization lead to GMS being able to:

  • Successfully recruit great talent
  • Retain clients
  • Build a firm to grow for decades to come

Wondering how you can do this for your firm, too?

Continue reading to learn about the scalable and customized solution GMS used to achieve their results.

 

If you’re ready to get unstuck now, click here to book a free 1:1 no-sales-pitch strategy call with a lucidly™️ advisor.

the solution

holistic strategy for the business and it's people

Our process is a proprietary blend of coaching with consulting. lucidly helps small and mid-size Accounting Firms increase productivity and decrease wasted hours. The world-class team of lucidly performance, executive and leadership coaches bring years of experience from startups to Fortune 500 companies across every industry. It is because of this experience that lucidly has an 85% eNPS compared to a 65% industry average and a 95% employee adoption rate.

  • business strategy
  • change management
  • executive integration
  • succession
  • business governance
  • org dev & training
  • culture and people
free no-sales-pitch strategy call

the results

+ 0 %
realization
+ 0 %
utilization
- 0 %
overtime pay
- 0 %
WIP balance

2020

before
lucidly

employee satisfaction
service quality
customer satisfaction
profitability

2021

after the
lucidly success sequence

employee satisfaction
service quality
customer satisfaction
profitability
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experience makes all the difference

meet your team of consultative coaches

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William Anfuso

Expertise: Executive Coach, Culture, Leadership

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Mary Meduna-Gross, Ph.D.

Expertise: Entrepreneurship, Culture, Collaboration

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Doug Magnuson

Expertise: Executive Coaching, Team Performance, Organizational Change, M&A

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Chris Herndon, M.B.A.

Expertise: Resilience Training, Mindset Coaching, Performance Coaching

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Dr. Sarah Stebbins, C.P.C.

Expertise: Change Management, Team Development, Leadership Development

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Lisa Rivet

Expertise: Human Resources, Culture, Onboarding & Integration

getting started is easy

the time is now


let's run through your unique business challenges and find the path to success

prefer an email? no problem!