Most CPA firms struggle with how to grow and maintain relevance. So, we've developed a unique model that focuses on the five areas critical to a firm's success and future-readiness. 

 

Take a look at the services below. Not sure where to start? Simply give us a call at 888-266-6375 or complete this form.

or email Deanna Perkins

Our Expertise Covers the Five Areas Critical to Your Firm's Success

 

Leadership

Develop the road map that will insure success and future readiness. 
A community of Managing Partners helping one another improve leadership skills, firm performance, and plan for the future.
Developing partners and managers into astute leaders in the areas of People, Planning and Processes.
A community of the accounting profession's next generation leaders helping one another better transform their firms for the future.
 

Talent

A community of firm HR and talent professionals helping one another become better leaders and transform their firms into an employer of choice.
 

Technology

A community of firm and IT leaders making smarter management and technology decisions to reduce risk, save time & money, and improve firm strategy.
A community of CIOs helping one another to align their firm's strategy and technology at the highest levels as well as develop their leadership skills beyond technology.
Technology strategy & implementation to achieve your firm's business goals.

Process

 
Develop the road map that will insure success and future readiness. 
A community of CPA firm leaders helping one another continually improve their firms' processes and gain a sustainable Lean advantage.
Become your firm's in-house efficiency guru by becoming certified to lead process improvement in your firm.
 

Growth

Helping firms build on success by developing new, higher value client services.
A community of advisory services leaders helping one another develop the mindset, skillset and toolset for growing advisory services in their firms.
Need more details?

We are here to assist. 

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