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 our Solutions Advisors

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

 

Leadership

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Develop the road map that will insure success and future readiness. Your firm needs a vision and a strategic plan to prepare for the future.
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.

Talent

 
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Preparing your firm’s talent for the future. Gain confidence in your people and hiring strategy to help to achieve your firms vision and goals. 
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A community of firm HR and talent professionals helping one another become better leaders and transform their firms into an employer of choice.
 

Technology

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A community of firm and IT leaders making smarter management and technology decisions to reduce risk, save time & money, and improve firm strategy.
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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.
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Technology strategy & implementation to achieve your firm's business goals.

Process

 
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Create capacity to deliver more value to your clients by
aligning technology and processes to create more efficiency.
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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

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Training and tools for you to be a confident consultant delivering high-value services to your clients.
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A community of advisory services leaders helping one another develop the mindset, skillset and toolset for growing advisory services in their firms.
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A community of top Marketing and Business Development 
from forward-thinking firms who are committed to aligning marketing and business development initiatives with firm strategy.
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Be Confident In Your Firm’s Marketing and Business Development.