THE PERK - SUCCESS STORY

CRS CPAs Transform Their Future with The Perk's Executive Retreats

Defined & aligned on a 5-year vision that excited & activated an entire firm & strengthen their trust.

Objectives

CRS CPAs, an innovative accounting firm, values service
excellence & team development. They are trailblazers in the
industry, & redefining the value that a CPA firm can bring to their client relationships.

CRS CPAs signed up for not one, but TWO exec retreats led by The Perk in less than 6 months. Their desire was to define & align on a 5-year vision that would excite & activate the entire firm, & strengthen their trust & connection as a leadership team. All while learning new leadership skills to elevate their confidence & effectiveness.

“My attention was caught and maintained from the start to the finish.”

— CRS Stakeholder

Solution

The Perk worked closely with the CRS CPAs leadership team & key stakeholders to understand the specific challenges & opportunities facing the firm. They customized the Retreat agendas, activities, & content to address the unique needs of the leadership team. The retreats included a mixture of interactive exercises, group discussions, self-reflective activities, &, of course, confetti & celebration! Through a combination of facilitation & coaching techniques, The Perk Coaches encouraged open communication, fostered creativity, & created a safe space for constructive feedback, idea exchange, & collaboration.