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Launching New Services

Upstream’s process-driven BootCamp will help you take a “leave nothing to chance” approach to consistently find, build and launch new service lines, industry specialties and niches.

Launching New Services

Launching New Services

As our profession changes, virtually all strong organic
growth in firms across North America is being fueled by advisory
services. As your firm moves away from traditional services to a more
advisory approach, are you struggling to find the right formula to
develop and grow successful, profitable niche offerings? Don’t recreate
the wheel.

During a customized Launching New Services BootCamp we’ll show you a proven process to find and vet new ideas, determine pricing, build support, and get clients excited about your new offering. 


Key Elements

Launching New Services 101

Launch Teams will receive access to an online tutorial that will walk you through how to plan for the workshop and how to complete the BootCamp Preparation Workbook. You’ll also receive resources to help you facilitate an in-house ideation session for determining potential areas of impact for a new service line.

BootCamp Preparation

Before the virtual workshop, Upstream will provide guidelines for launching a successful service line. The Launch Team will work through the BootCamp Preparation to ensure they leave with a complete plan to successfully launch a new service line.

Launching New Services Virtual Bootcamp

Your firm’s Launch Team will meet virtually for a five-day Launching New Services BootCamp. Participants will learn key concepts necessary to launch a service during each two-hour virtual session. Teams will then work on their firm’s plans and receive one-on-one feedback and consultation.

Unconditional Guarantee

Like everything we do at Upstream Academy, Launching New Services is unconditionally guaranteed to your full satisfaction. If you’re not completely satisfied, we will either waive your fee or accept that portion of the fee that reflects your level of satisfaction.

Meet Your Instructors

Director at
Upstream Academy

Director at
Upstream Academy

Program Information

What can you expect?

Jeremy and Heath will use a combination of presentation, customized planning tools and assisted firm brainstorming sessions to provide a step-by-step guide to creating a successful and profitable service line for anything from litigation services to IT consulting to financial planning to industry niches.


What is included?

Firms will follow a three-step process that results in a customized plan for launch at the conclusion of the program. Steps nclude an online tutorial, homework assignments and a 10-hour virtual workshop for Launch Teams and firm leaders.

What is the cost?

$20,000 ($17,000 for UAN members).  Contact us to schedule dates and times for your firm’s customized program.


To join Launching New Services, add to your shopping cart to complete registration.

Upstream Academy will recommend CPE credit based on the level of participation in this course. Prerequisite: None. Advanced Preparation: None. Skill level: Overview.
Upstream Academy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: