Consulting Services

We are experts in CPA firm management best practices. 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 approach to consulting is uniquely tailored to each client:

Homework: Before most projects begin, 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 use our proprietary techniques.

Profitability: Regardless of what you hire us for, we 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.

Virtual or in-person meetings with partners: During most projects, we engage groups in discussions about issues, share best practices, and facilitate the firm’s efforts to make lasting changes and improvements.

Report: Most projects conclude with a comprehensive report.

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