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
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Leadership

Develop the road map that will insure success and future readiness.
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Talent

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

Training and tools for you to be a confident consultant delivering high-value services to your clients.

A community of advisory services leaders helping one another develop the mindset, skillset and toolset for growing advisory services in their firms.

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.
