Upward
Spiral
Professionals
North America
The Digital Home of Practice Development for Accounting Professionals in North America
USP North America
Practice Development for Accounting Professionals
in North America
The Upward Spiral Professionals North America (USP NA) is a community of progressively minded accounting firms who wish to benefit from best practice in developing a 21st-century practice from both each other and the members of USP’s Expert Partners who are based in the region of USA and Canada.
Membership in USP NA offers a series of value propositions that makes investing in membership a cost-neutral position for the firm in real terms with the combined expertise of Martin Bissett and Katie Tolin at the helm.
The USP NA Membership was established, after the successful launch of the Upward Spiral Professionals in the UK, to deliver what Martin Bissett in his 20+ years of working with the accounting profession, is often told that members of other 'clubs' are looking for, with the added bonus of being able to upgrade to certain special interest communities such as People, Fee Growth, Marketing, Technology etc as they desired.
USP NA is a collaboration with Martin Bissett and Katie Tolin bringing both their experience and expertise into the membership with Katie delivering regionally to accounting firms in North America. The USP NA Vault has been specifically established to support accounting firms who are specifically based in the North American region with over 500+ resources jointly from Martin and Katie accessible to members.
Access to the Vault is available to firms who are not able to take advantage of in-person events and consultations through either The 'Vault Only' Package or The 'Remote Access' Package.
Membership to the USP NA at whichever level of membership, is aimed at the hungry, proactive and caring accounting firm in the USA and Canada, irrespective of their size and irrespective of their North American location.
For Firms Who Aspire Maximum Growth
For accounting firms who aspire to achieve maximum practice growth, beyond the online packages, there is an upward level within the USP NA Membership available to firms and organisations as they expand into six or seven-figure practices.
Aimed at accounting firms based in North America, the Full membership option includes in-person consulting with Katie Tolin, access to Expert Partners, Area Exclusivity and inclusion at in-person events.
Two levels of membership are available via the website here. However, Full membership level is exclusively available with more emphasis on a one to one consultation lead basis and can be discussed with Martin Bissett directly via the email address below.
For more details and to start a conversation about your firm's needs and membership options, please contact Martin Bissett directly at martin@upwardspiralpartnership.co.uk
Is USP Right for Your Firm?
Aspire and achieve practice growth
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Does your firm want to be affiliated with a young, hungry, yet well-established network?
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Do you want unlimited access to over 500+ resources collated over 20 + years of Martin and Katie's professional expertise in the accounting profession?
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Do you want exponential growth in your firm to achieve six-seven figures?
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Do you want to be the best proactive and caring accounting firm and be a true advisor who cares about their clients?
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Do you want on-demand advice from Martin Bissett and Katie Tolin, advisor to accounting firms and practices jointly spanning over 32+ years so your firm doesn't make the same mistakes of other firms gone before?
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If you answered yes to those questions, then the USP NA Membership is right for your firm.
Meet Martin Bissett
Founder of USP
Martin Bissett is the founder of the Upward Spiral Partnership (USP), the international consulting firm that specialises in enabling the accounting profession to win higher-end clients, create leaders from their ranks and save lives.
His professional purpose is to alert the accounting profession to the profound outcomes that their advisory expertise can create in the lives of their clients.
At the same time, he also alerts the accounting profession to the profound difficulties that can arise in the lives of their clients when they choose not to educate their clients about the impact that their advisory expertise can have.
The Upward Spiral Partnership is the 4th business Martin has played a key role in building and the first of his own.
In the first 5 years of USP, Martin has:
- Been engaged/retained by 4 of the World's Top 10 Accounting associations and 6 of the Top 10 in the UK.
- Authored 9 books including Passport to Partnership, content from which has been adopted into the curriculum of AAT Level 3 courses, and taught in selected UK colleges and US CPA Societies.
- Been retained by Accountingweb as a judge of their prestigious practice excellence awards for three years in a row.
- Been highlighted as ‘one to watch’ in AccountingToday’s Top 100 Most Influential countdown for 2 years running.
- Spoken on 4 continents.
- Created several trademarked items of intellectual property including the ACCOUNTS™ system and ‘Martin’s Relationship Pricing™’ Model.
- Written for several professional publications including AccountingToday, AccountingWeb, CPA Practice Advisor and Chartered One.
- Sat on many international expert panels and guested on professional podcasts in the US, UK, and Australia.
- Sits on a parliamentary steering committee tasked with bringing advisory services to the fore in the accounting profession.
The outcome of Martin’s work is profitable new business for the practices he is engaged by, alongside the fine-tuning of teams of partners and emerging leaders who can develop new business by increasing their commercial awareness for themselves, without significant ongoing third party assistance.
Previously, Martin served 10 years as a director (appointed at age 26) on the board of a marketing consultancy firm serving the accounting profession. There, he held the responsibility for the growth of the client base including six of the U.K.’s top 30 accountancy firms.
He now coaches, mentors, speaks, trains and consults with accounting firms worldwide.
In total, he has worked with over 1800 firms of accountants and found it unnecessary to keep track of his contributions to the new business growth of those firms once it surpassed £500m collectively.
Meet Katie Tolin
USP Regional Partner in North America
The discipline of practice growth consists of marketing, business development and product management and, more importantly, how these three areas interconnect to produce optimal results. Helping firms connect the dots between these disciplines to drive top-line revenue and profitability is where Katie excels.
A former in-house marketer at local, regional, super-regional and national firms, Katie takes what she learned on the job to help firms develop a foundation for growth. She uses data to help set marketing strategy and has a proven record when it comes to pipeline management, opportunity pursuit, thought leadership development, inbound marketing, service innovation and packaging offerings.
An inductee of the Accounting Marketing Hall of Fame, Katie work has also been acknowledged as a past Accounting Marketer of the Year, one of the Top 100 Most Influential People in Public Accounting and one of the Most Powerful Women in Accounting. She is a former president of the Association for Accounting Marketing and a contributing author to “Bull’s-Eye! The Ultimate How-To Marketing & Sales Guide for CPAs.”
Katie is a frequent presenter for associations in the accounting profession on a variety of growth topics that range from strategic marketing to innovation to the niche development and everything in-between. She’s also noted for her perspectives on how the role of marketing and marketers will evolve in the future.
In addition, Katie heads up Rally Rounds which are structured mastermind groups for those in growth roles in CPA firms including marketers, business developers and growth partners.
FAQ
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Is there a limit on the size of firm who can join the USP NA membership?
USP NA has no preference on the size of firm, service line offering and length of time in practice. It cares about having a membership that understands that you do well in practice and business by doing right by the client. It wants a group of professionals who reduce the stress caused to SMEs by their own lack of financial education.
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How can I find out more about the Full membership?
To find out more about the full membership level, please contact Martin Bissett at martin@upwardspiralpartnership.co.uk and start a conversation.
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Can I buy the courses individually?
Yes! You can buy the courses individually.
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Is the subscription only available in £/GBP - Pounds Sterling?
Yes all courses are chargeable in £/GBP Pounds Sterling. Your bank or credit card company will handle the currency exchange rate for you.