CASE STUDY
Macke & Company, CPAs’ transformation at Thomson Reuters Partner Summit
In May 2022, Macke & Company, CPAs took a significant step forward by attending the Thomson Reuters Partner Summit. This decision came after an unexpected conversation with a Thomson Reuters account representative, prompting the firm to explore new opportunities for growth and improvement.
Prior to the Partner Summit, Macke & Company faced common industry challenges. The firm operated in a constant mode of crisis management, dedicating countless hours to extinguishing daily fires rather than strategically advancing the practice. Despite their hard work, progress seemed elusive, and the firm routinely undervalued its services.
The Partner Summit event convened a diverse group of professionals and experts who shared insights, tools, and methodologies aimed at enhancing business practices. For Macke & Company, CPAs, the knowledge and networking gained at Partner Summit catalyzed significant changes.
The Partner Summit served as a pivotal break from daily routines, providing the firm's leaders with the chance to focus on strategic growth. The event gathered like-minded professionals from across the country, fostering an environment of shared experiences and collective learning.
In addition to networking, engaging sessions, and shared perspectives among practitioners offering advisory services, the event introduced Practice Forward, a roadmap showcasing innovative concepts, practical know-how, and transformative tools designed to overhaul traditional practices.
Following their attendance at the Partner Summit, Macke & Company, CPAs made the decision to transform their firm — a shift toward how they always wished to operate. It includes a more profitable advisory model, enhanced work-life balance with reduced hours and annual retreats, and building a supportive network through continued engagement with their Partner Summit peers.
Macke concludes, “Nothing in life has given me a greater ROI than choosing to invest in myself and my firm by attending a Thomson Reuters Partner Summer. You truly have nothing to lose. Go for it!”
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