Consulting Services

We are experts in CPA firm management best practices. All of our services are designed to improve the profitability, growth and management effectiveness of CPA firms.

As you view descriptions of our services, keep in mind our unique approach to consulting:

Homework: Before any project, we review your firm’s financial statements, production statistics and any other documentation that familiarizes us with your firm. This way, we hit the ground running.

Benchmarking: We do this with proprietary techniques.

Profitability: Regardless of what you hire us for, we will always identify ways to increase your firm’s profitability.

We tell it like it is: We do this in a constructive manner, because we know that firms hire us to learn from experiences with other firms.

Meeting with some or all of the partners (live and via Zoom): We engage groups in a discussion of the issues, share best practices, and facilitate their efforts to make changes and improvements to their firms.

Report: Every one of our projects concludes with a comprehensive report.

Implementation: We are driven by implementation. We know you want more than to “feel good” about our project together. You want to implement the ideas we come up with.