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Client Spotlight: Alan Long of Baldwin CPAs

Posted By Heather Robinson, Thursday, January 12, 2017
Updated: Wednesday, January 11, 2017



Firm Name: Baldwin CPAs

Location: Richmond, KY

# of Offices: 5

# of Partners: 12

# of Employees: 47


Identifying strategic objectives that lead to firm growth! 

The year was 1984, and Alan Long had just been laid off from his first job in public accounting. Being the entrepreneurial sort, rather than turn to the help wanted ads, Long started his own practice in the spare bedroom of his rented condo.  A year later, he purchased the oldest firm in Richmond, Kentucky. Today, Baldwin CPAs is also the largest firm in Richmond, and one of the largest in the state.

That growth did not happen by accident. In 2007, Long ran into Gary Boomer at a training session for presidents of local CPA societies. Familiar with Boomer’s experience in helping firms with strategic planning, Long asked for help. With Boomer’s help, Baldwin CPAs worked through their first strategic planning session in January of 2008.

One of the objectives of that first strategic plan was to open an office in Lexington. They finally realized this goal when they merged with a Lexington firm in November of 2016. Long notes that, although it took eight years to achieve that particular goal, their strategic plan provided a roadmap. Baldwin CPAs may have deviated from the roadmap when new opportunities for acquisitions in Maysville, Louisville and Flemingsburg came up, but that roadmap ensured they never lost sight of their goals.

The firm continues to go through the strategic planning process annually. Long credits Boomer with giving them the courage to do things they needed to do to realize the growth they’ve achieved, including raising fees. Now, they’re considering getting rid of timesheets and moving to value billing.

Advice for young professionals

Long has two pieces of advice for young professionals today. First, don’t take every client who walks through the door. Long said when he started out on his own, he took on small, aggravating clients by telling himself that their fees would pay the electric bill this month. Over the years, he’s had to weed those clients out, and Long believes keeping those clients held him back.

Second, get involved in professional organizations early in your career. Long waited to get involved and feels he missed out on some huge opportunities. Today, he receives many referrals from “competitor” firms for work that they don’t do. He credits those referrals to being known and trusted by other members of his local society. “If you’re doing the job you should be doing, you don’t need to worry about your clients leaving.”

Get to know Alan

Long has been married to his wife, Teresa for twenty years. They have two kids and one seven-year-old grandchild, who he spends time with every weekend. Outside of work, he enjoys fishing and attending basketball and football games at his alma mater, Eastern Kentucky University.


Boomer Strategic Planning

The Boomer Strategic Planning process will help identify your firm’s objectives and set a path for growth. We provide partners and management with the tools to identify dangers, opportunities and strengths while offering instruction on integrating strategic, technology and marketing plans.

We will estimate potential costs relative to long-term value and provide direction as you shape a vision and strategy to maximize the return on your firm’s technology investments utilizing a robust yet simple one-page strategic plan. Our Strategic Plan offers direction for your firm’s most vital growth initiatives. Don’t move ahead without it!

Click to learn more about our Strategic Planning services!

Download our Boomer Advantage Guide to Strategic Planning!

Tags:  Strategic Planning 

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Accountability is Not a Four Letter Word

Posted By Sandra Wiley, Thursday, September 3, 2015

"The reason this is scary for people is that they haven't ever done it before. They hear 'accountability' and think ought-oh, I'm going to get in trouble for something. It's actually absolutely the opposite of that. If you understand what you're going to be held accountable to do, then you know what you have to do and you know how to be successful..."

Sandra Wiley talks about one of the keys to productivity in this 5 minute video blog. Click on the logo to access a free Guide to Strategic Planning and learn about additional paths to growth:

5 minutes


Tags:  2015  accountability  Blog  leadership  Sandra Wiley  Strategic Planning 

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What is the value of a one page strategic plan?

Posted By Jim Boomer, Thursday, June 25, 2015

"Too often you are given the binder with a giant strategic plan and it goes up on the bookshelf and it starts to gather dust, never to be referenced again. So when you get it down to a single page, one, it forces you to…"

Jim Boomer reminds you of the most important reasons for completing a strategic plan. Download a free copy of our Boomer Advantage Guide to Strategic Planning by clicking on the link below or visit our Strategic Planning page for information about our services.

Click to go to download page

3 minutes


Tags:  2015  blog  Jim Boomer  leadership  Strategic Planning 

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Strategic planning helps…

Posted By Sandra Wiley, Thursday, May 14, 2015

"Strategic a road map. It doesn't mean you can’t take some little deviations here and there but at the end of the day you come back to the road map, you follow the road map, and you become successful."

Sandra Wiley gives a couple of reasons to explain why strategic planning is important to successful firms.  Visit our Strategic Planning web page to get a free copy of The Boomer Advantage Guide to Strategic Planning.

5 minutes


Tags:  2015  Blog  leadership  Sandra Wiley  Strategic Planning 

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You made it through tax season; now what?

Posted By Jim Boomer, Thursday, April 23, 2015

"So we just finished tax season and now you're looking around and saying, what’s next, what should I be focused on? My advice to you is that, while everything's fresh in your mind, do an after action review and really look at what worked and…"

Jim Boomer suggests that now is the time to work on your business instead of just working in your business.

2 minutes


Tags:  2015  blog  Jim Boomer  leadership  Strategic Planning 

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First Steps After Tax Season

Posted By Sandra Wiley, Thursday, April 16, 2015

"Tax season is over and now you can start turning your attention to something else; that is after you’ve taken just a moment to take a big deep breath, maybe spent a little time with your family, and then maybe catch up on a few those emails…"

Sandra Wiley suggests priorities to address in the aftermath of the tax season.

5 minutes


Tags:  2015  Blog  leadership  Sandra Wiley  Strategic Planning  Talent  Training and Learning 

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When Should You Change?

Posted By L. Gary Boomer, Thursday, December 18, 2014
Updated: Tuesday, December 2, 2014

"... the best option but the most difficult option, is to make the difficult changes while you have the cash flow and while you have the capability of making the selection and the priorities your priorities and not someone else's priorities.  So as you go into your firm summit this year..."

3 minutes


Tags:  2014 Blog  Change Management  Firm Summit  L. Gary Boomer  leadership  Strategic Planning 

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