Mission: “To teach firms why—and how—to always price in advance”
Michelle is a growth and profitability strategist. She facilitates and teaches about positioning and pricing strategies; leadership; operations; and business communications. She’s unique in her ability to energize people while she shows them how to solve really hard stuff. She clarifies the complicated, sheds new light, and instills hope.
She’s recognized for her wisdom, original ideas, and success with implementation, even as she challenges the most sacred cows. Some recent acknowledgements:
- Ten Most Powerful Women in Accounting in Accounting Today, 2009
- 25 Most Powerful Women in Accounting by CPA Practice Advisor, 2012-13
- Top 100 Most Influential People in Accounting by Accounting Today, 2010-13
- Top 25 Thought Leaders in Public Accounting by CPA Practice Advisor, 2012-13
A skilled meeting and retreat facilitator, she holds the International Association of Facilitators’ Certified Professional Facilitator (CPF) designation. Her 25+ year career background includes roles as in-house marketing director in a 400-person law firm and an 80-person CPA firm. Before marketing professional firms, Michelle was an accountant with two publicly traded healthcare companies.
In November of 2013, she joined Top 100 CPA firm, Kennedy and Coe as a member of the firm’s leadership team. The firm is the largest CPA firm known to regularly employ solid value creation approaches with a belief in the practice of pricing in advance. With the firm’s blessing, Michelle continues to teach advanced-pricing methods within the accounting profession.
Speaking and Teaching
Michelle leads workshops and speaks professionally for lots of organizations. See her speaking credentials.
Michelle’s Golden Practices blog educates and influences professionals, their marketers, and other consultants. She started blogging in 2005 and quickly earned the readership of the most prominent law and accounting practice management consultants.
Social Media Strategies for Professionals and Their Firms (Wiley, 2011) is Michelle’s timeless guide to modern marketing. It’s an introduction to comprehensive marketing strategy that includes practical details about integrating social media into otherwise traditional initiatives. Unique in its depth, it’s rare to find a book so tailored to professional services versus product marketing (order Social Media Strategies).
In 2010, she developed the Social Media Toolkit for AICPA PCPS members and authored “Guide to an Effective CPA Firm Website,” a chapter in Bull’s Eye! The Ultimate How-To Marketing & Sales Guide (AICPA, 2010).
She was a regular columnist for CPA Practice Advisor (2012-13). Her work and opinions also appear in publications including: Forbes.com, Law.com, National Law Journal, Journal of Accountancy, CGA Canada Magazine, Accounting Today, Accounting Tomorrow, Wealth Management Insider, CPA Insider, WebCPA, AccountingWEB, CCH Partners, CCH First Choice, CCH Journal of Tax Practice Management, Practical Accountant, CPA Trendlines, CPA Marketing Report, CPA Managing Partner Report, MarkeTrends, INSIDE Public Accounting, Lawyer Marketing, Managing Partner, MPI’s One+magazine, and various AmCity Business Journals.
Many of Michelle’s articles are available online.
International Association of Facilitators (IAF): Lifetime sustaining member, former global board of directors, and US Regional Representative.
Association for Accounting Marketing (AAM): past board member/officer; founder and administrator (for the first five years) of AAM’s Member Discussion List; 2003 conference chair, conference committee member (1995-2003), and honored as 2001 AAM Volunteer of the Year.