Everyday Advisors 3

This page contains instructions for completing your second Everyday Advisors assignment.

Feel free to reach out to Jennifer Witherbee if you have any questions.

Continue on with Trust Building by engaging clients in a gap analysis. Review your list of clients from the first activity and identify three that would gain value from a gap analysis. In your plan, identify which three you commit to assisting in this way and when you’ll complete the gap analysis meeting.  The Rainmaker Company has provided you with a tool to guide your conversation. You’ll want to customize the questions you’re asking based on the clients’ needs. Please complete your plan by August 30th.

Instructions:

Please use the form below to complete and submit your homework. Once you receive a copy of your submission in your email, similar to last time, please save or print as a .pdf. However, we we received feedback that the whiteboards were difficult to navigate, so instead please post to your .pdf to your specific Rainmakers Peer Group channel in Teams.

Everyday Advisors

Please identify the three clients you with whom you plan to complete the gap analysis, when you plan to have it complete, and why you believe each client would benefit from this exercise.

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“Larson Gross” is the brand name under which Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries) provide professional services. Larson Gross Assurance PLLC and Larson Gross Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Larson Gross Assurance PLLC is a licensed independent CPA firm that provides attest services to its clients, and Larson Gross Advisors LLC provides tax and business consulting services to their clients. Larson Gross Advisors LLC is not a licensed CPA firm. The entities falling under the Larson Gross brand name are independently owned and are not liable for the services provided by any other entity providing services under Larson Gross brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries).

Larson Gross is a client of RSM’s Professional Services+ Practice, which provides professional services firms in accounting, consulting, law and other professions access to a wide range of client-centric services, leading tools and tailored solutions to accelerate growth. In addition, PS+ clients may participate in the PS+ Collaborative, a value-added client benefit that facilitates peer-to-peer engagement around the unique and evolving needs of professional services organizations, and their clients and employees through annual conferences, peer groups, workshops, roundtables and other interactions.

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