The latest webcasts from CPA Practice Advisor


This Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you:

  • Easily define and execute your corporate and business strategy to ensure high profitable growth
  • Identify where the company should go, and how to get there
  • Increase the value creation of your organization with a simple and comprehensive 3-phase strategic planning approach: (I) Set up your strategic planning project, (II) Gather & analyze data and provide key insights, (III) Define and implement your strategic plan
  • Set up your strategic planning project: (1) Strategic planning team, (2) Guiding principles, (3) Strategic plan structure, (4) Required inputs to create strategic plan, (5) Action plan
  • Gather & analyze data and provide key insights: (1) Market analysis, (2) Competitor analysis, (3) Customer feedback, (4) Company data analytics team, (5) Employee feedback, (6) Executive feedback, (7) SWOT summary of the key business insights
  • Define and implement your strategic plan: (1) Mission, vision and values, (2) Key strategic objectives, (3) Strategy map, (4) Balanced scorecard and key performance indicators, (5) Potential initiatives to reach strategic objectives, (6) Business cases and financial models, (7) Prioritization of the initiatives, (8) Business roadmap and detailed initiatives plan, (9) Strategic plan implementation, (10) Dashboards to track & manage progress, (11) Key lessons learned, (12) Quarterly update of the strategic plan based on new data
  • Build a strategy map and balanced scorecard to easily translate your strategy into strategic objectives, key performance indicators and targets
  • Build a strong business case to get your project approved by the executive committee
  • Build simple and sophisticated financial models to estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR, payback period, WACC, etc.
  • Prioritize your initiatives based on impact and effort
  • Carry out a market & competitor analysis to better define your strategy and outperform your competitors
  • Quickly improve the strategic planning capability of your organization
  • Become the strategic planning subject matter expert of your organization
  • Develop new business models or improve existing ones with our ready-made business model canvases
  • Identify your strategic options and their respective risk with the Ansoff Growth Matrix and the Porter’s Generic Corporate Strategies Matrix
  • Identify the key drivers of your profit to easily explain your profit growth or profit decline, and act accordingly
  • Decide if you should enter a new market (e.g. European market, Chinese market)
  • Decide if you should introduce a new product based on desirability, feasibility and profitability
  • Decide if your organization should acquire a new company based on the financial benefits, strategic benefits and feasibility of the deal
  • Create a robust business plan to raise capital for a new venture
  • Define your pricing strategy to maximize your profit
  • Increase your know-how with the top 22 strategy tools commonly used by Fortune 100 and Global Consulting firms: Business Roadmap, Blue Ocean Strategy, Entry/Exit Barriers, Experience Curve, Fishbone Diagram, Five Whys, Issue Tree, Maturity Model, McKinsey Seven-S, Product Life Cycle, Value Chain Analysis, Value Driver Tree, PESTLE, Porter’s Five Forces, etc.



  • Massive storage requirements as millions of health information records are stored
  • Highly scalable performance required for periods of peak use
  • Mission critical healthcare data requires “always on” reliability
  • Enterprise-grade Backup and Disaster Recovery preparedness
  • HIPAA, relevant state law, and contractual compliance requirements
  • Aggressive time to production


  • AWS Migration Service: Migrated data and applications to AWS in 90 days
  • Integrated application and infrastructure for self-scaling and self-healing
  • Comprehensive HIPAA Security program for healthcare services
  • Audit reporting and File Integrity Monitoring
  • AWS Managed Services: 24x7x365 Network Operations Center, monitoring, patching, backups, cost management, and incident response