"The one human quality that must be developed is self-discipline for success. The will power to force yourself to do what you know you should do when you should do it, whether you like it or not. Success is tons of discipline." - Brian Tracy

R. J. Gallagher and Associates, Inc. was formed to provide consulting services to Certified Public Accountants including: strategic planning, profitability analysis, marketing programs and other related services and quality Professional Development and Training programs.

National Recognition
For several years, 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.

Our provided services include:

Practice Management
Merger and Acquisitions of Firms
Profitability Improvement Program
Key Performance Indicator Analysis
Partner Coaching
Partner Conflict Resolution
Firm Valuation

Educational Programs (click for program overview)
Management Development Workshop (2 days)
Executive Development Program (3 days)
Leadership Marketing Workshop (2 & 3 days)
Managing People (one-day)

Strategic Planning
Vision and Mission Statements
Management Retreat Facilitation
Three Year Strategic Business Plan Development
Expansion Strategy

Update on Partner Admission Trends
Developing Your Blueprint for Your Firm
Running Your Firm Like a Business
Being Smart - Realistic About Succession Planning
Succession Planning - Passing the Baton
Human Resource
Staff Compensation Program
Mentoring Program

Governance Documents
Partner Admission Policy
Deferred Compensation Plans
Partner Buy-In Program
Partner-In-Training Program
Partner Compensation Plans
Partner Retirement Plans

Firm Visibility Program
Marketing Strategy
Sales Training
Niche Development Program
Building a Consulting Practice

Please use the Contact link above to let us know how we can help your firm.