R. J. Gallagher and Associates, Inc. was formed to provide quality Professional Development and Training programs and other services for Certified Public Accountants. The Company provides strategic planning, profitability analysis, marketing programs and other related services for CPA firms.
National Recognition
In 2004 and 2005, Bob Gallagher was selected by the readers of Inside Public Accounting as one of the most recommended consultants to CPA Firms. Notification of this honor was received from the publisher of Inside Public Accounting in January, 2006.
Practice Management
Merger and Acquisitions of Firms
Profitability Improvement Program
Value Pricing Strategy
Key Performance Indicator Analysis
Partner Coaching
Partner Conflict Resolution
Firm Valuation
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Human Resource
Staff Compensation Program
Gain Sharing Program
Mentoring Program
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Governance Documents
Partner Admission Policy
Deferred Compensation Plans
Partner Buy-In Program
Partner-In-Training Program
Partner Compensation Plans
Partner Retirement Plans
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Marketing
Firm Visibility Program
Marketing Strategy
Sales Training
Niche Development Program
Building a Consulting Practice
Family Business Services
Educational Programs
Management Development Workshop (2 days)
(Click for an overview of this workshop)
Executive Development Program (3 days)
(Click for an overview of this workshop)
Leadership Marketing Workshop (2 & 3 days)
(Click for an overview of this workshop)
Managing People (one-day)
(Click for an overview of this workshop)
Click here for photographs from some of the workshops.
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Strategic Planning
Vision and Mission Statements
Management Retreat Facilitation
Three Year Strategic Business Plan Development
Expansion Strategy
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Please click here for Bob Gallagher's Top 2007 Recommended Books for CPA Firm Management.
Please click here for our complete 2007 Recommended Reading List for Partners and Managers of CPA Firms.
Other Professional Sources for Business
Upstream Academy is about real-world solutions, proven tools and processes that will take you, your firm, or those you serve to the next level.
Please click here for a PDF brochure on Upstream Academy's services and here for information on their "Succession Boot Camp" seminar.
Dr. Rex Gatto founded Gatto Training Associates to help individuals be more effective in their workplace by gaining a better understanding of themselves and their colleagues. Gatto Assessments empower individuals to build on their strength, remedy their weaknesses for better workplace results. Leading U.S. corporations have been improving employee performance with the help of Dr. Gatto's assessments in workshops and seminars.
R.J. GALLAGHER & ASSOCIATES, INC.
Management, Marketing & Educational Consultants
Chatham Tower, Suite 1-L 112 Washington Place
Pittsburgh, PA 15219-3504
412/281-8559 - 412/281-2115 FAX
Click for Email
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