Trust by Design: Elevate Your CPA Firm

Building Trust in CPA Firms: A Necessity for Success

The Perk’s Trust by Design Framework.  A  simple, practical tool you can use to build & scale trust on your team. These are the 5 Core Trust Behaviors:

CONNECT

Trust can’t exist without genuine, meaningful connections.

CREATE SAFETY

Cultivate an environment where everyone feels safe to speak up & be themselves.

COMMIT

Demonstrate reliability by doing what you say you’ll do.

BE CLEAR

Be clear & consistent with your words, intentions, & actions.

CELEBRATE

Recognize & appreciate the contributions of others.

Click on an icon to Learn More about each Core Trust Behavior.

building trust with employees at CPA Firms
CPA Firm creating trust in the workplace

Trust doesn’t happen by default, it happens by design.

In today's competitive landscape, trust in the workplace is paramount for CPA firms aiming to excel. High-trust organizations are proven to outperform their peers in productivity, innovation, client retention, and overall success. The Perk's "Trust by Design" workshop is expertly crafted to help CPA firms build, nurture, and sustain trust within their teams and with their clients.

But trust isn’t something that just magically appears. Our behaviors build trust. And trust is a set of learned behaviors.

Get the Trust By Design
Guidebook

Leah Roe, CPA - ways to build trust in the workplace

Are you looking to enhace your teams trust level? Are you planning a team workshop, executive retreat or conference? Email Leah at leah@choosetheperk.com to see how we can help.

Why Trust Matters for CPA Firms

A lack of trust can significantly impact your firm's bottom line. Building trust with employees and clients leads to higher retention rates, improved morale, and superior performance. Leadership trust is the cornerstone of a thriving, cohesive team. At The Perk, we understand that trust isn't built overnight. It requires consistent effort, clear communication, and a strategic approach tailored to the unique needs of CPA firms.

What We Offer

Our high-energy, high-impact Trust by Design workshop is designed to help CPA firms:

  • Develop Trust in the Workplace: Learn the 5 Core Behaviors that effectively build and sustain trust within your firm.

  • Implement Trust-Building Tools: Gain access to practical tools and techniques that can be immediately applied to enhance trust among your team and with your clients.

  • Strengthen Leadership Trust: Equip your firm's leaders with the skills needed to foster a culture of trust and accountability.

Engaging and Effective Learning Experience

Our workshops are not just informative—they are transformative. We combine skill-building with self-reflection, small group discussions, and whole group activities to ensure that every participant leaves feeling energized, inspired, and confident.

Key Takeaways - Participants in our Trust by Design workshop will:

  • Walk away with a deeper understanding of trust dynamics in CPA firms.

  • Develop a common language and tangible tools to foster trust both internally and externally.

  • Experience increased connection and collaboration among team members.

Join Us

Ready to transform your CPA firm? Trust doesn’t happen by default—it happens by design. Let us help you build a high-trust organization that achieves outstanding results. Contact leah@choosetheperk.com today to learn more about our Trust by Design workshop and how it can benefit your team.

I’m interested in:

Checkmark Icon - Building Trust

Workshop

2 hour virtual or in-person session for 5-100 employees to learn the Trust by Design Framework.

Starting at $4,997

Checkmark Icon - Trusting Teams

Team Innovation Retreat

5 hour in-person immersive experience for teams of 5-30 to learn & apply the Trust by Design Framework to solve specific trust issues at your company. You’ll walk away with complete confidence in applying the Trust by Design Framework & a Trust Action Plan to implement immediately to enhance & strengthen trust throughout your organization.

Starting at $9,997

Teams large & small love working with The Perk!

Creating trust in the workplace

Lead with Confidence

Become a pro at working through adversity and building a diverse team of professionals.

Lead with confidence

Spark More Happiness

Happiness in the workplace creates a more productive, flexible & resilient environment.

Spark more happiness

Build Connection + Trust

Own your successes, push through adversity and take responsibility for results.

Build connection and trust

CLEAR Leadership Certification

Unraveling leadership complexities, our extensive research distilled the essence of world-class leadership into six key ingredients.

Clear Leadership Operating System - Building Trust
Clear Framework - trust in the workplace

Proven, trusted model

Number 1

Personalized learning experience

Number 2

Track & measure success

Number 3

Consistent approach to leadership

Number 4
The Perk - building trust

About The Perk

We're a premiere leadership & culture development studio.

The skills your leaders need today are very different from the ones they needed 5 years ago. We equip leaders with the skills they need to confidently & effectively lead their teams now & going forward.

And we have quite a lot of fun doing it!

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