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  • Writer's pictureAcumen Learning

Leading Tax Firm Enhances Business Acumen Skills and Employee Engagement with Acumen Learning

Press Release

OREM, Utah – September 8, 2023


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News Facts:

  • Leading tax firm who specializes in tax services, software, technology and consulting, partners with Acumen Learning for customized business acumen courses to enhance business skills and employee engagement.

  • In response to the tax firm’s strategic goals, Acumen Learning engaged in a transformative initiative focused on enhancing business acumen among the firm’s executives and management teams. The tax firm, a dynamic organization with a history of rapid acquisition and inorganic growth, faced the challenge of integrating diverse business units and fostering an understanding of how their business operates. They sought to bridge the knowledge gap between tax experts and support staff while aligning their workforce’s capabilities with the broader business landscape.

  • Acumen Learning created and delivered a customized business acumen program to 350 individuals spanning all functions within the tax firm. The business acumen training delved into the five core business drivers critical to the firm’s success: cash, profit, assets, growth, and people. Participants were provided with insights into these drivers, the levers to influence them, and an understanding of how their role contributes to them.

  • The partnership between Acumen Learning and the tax firm yielded remarkable results. It successfully bridged the gap between all professionals, fostering a sense of engagement and a shared understanding of the firm’s operations.

  • Acumen Learning proudly welcomes a leading tax firm as its newest graduate. We are dedicated to helping organizations unlock their full potential and guiding them on the learning journey of business acumen.


Supporting Quotes:

  • “The goal of COO Corner is to empower every team member with the knowledge to grasp how they are a valuable, vital part of our success. Our latest session on business acumen focused on how we all can better understand, appreciate, and amplify the impact we make together! Special thanks to Acumen Learning for their expertise and collaboration,” wrote the communications executive at this tax firm.

  • “This was the best session of the year.”

  • “It was a superb session and loved Ryan’s energy and delivery style, he is a total legend.”

  • “Through a customized business acumen program, the gap between accounting and tax professionals and their dynamic support staff has been significantly minimized,” wrote Weston Winegar, director of business develompent at Acumen Learning. “This transformative initiative has empowered individuals to navigate the complexities of their organization’s rapid acquisition history, fostering a unified understanding of their business operations and driving enhanced performance.”

  • “Working closely with our client, we’ve achieved something remarkable," notes Ryan Hunt, Senior Financial Consultant at Acumen Learning. "In a dynamic organization marked by rapid acquisitions, our customized business acumen program has united 350 individuals under a common understanding of our business drivers. It’s not just about teaching; it’s about fostering a shared vision of success that transcends roles and departments.”


About Acumen Learning

Founded in 2002, Acumen Learning's highly customized business acumen and sales training programs have helped organizations develop employees who are more engaged, efficient, and effective in their work. To further support its mission, Acumen Learning published, Seeing the Big Picture – Business Acumen to Build Your Credibility, Career, and Company, in 2012 which quickly became a #1 Wall Street Journal and a New York Times bestseller. More than 20 years later, Acumen Learning has been trusted by more than 200 organizations on six continents to help employees understand how their company makes money, and to take real steps towards improving that process.

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