Firm Overview

Accountants Advisory Group, LLC is a strategic consulting firm that incorporates state-of-the-art practice management, marketing and human capital strategies to assist CPA firms in achieving long-term success and profitability. We advise accountants in establishing and reaching their goals, increasing their profitability and securing their future by focusing on the collaborative relationship among these three key areas.

We encourage you to learn more about Accountants Advisory Group and how we can help you energize your firm and maximize the value of your practice.

Contact Us to get started.

From the Red Zone

Culling the Herd (Clients)

In the ranching industry, culling is the process of removing or setting aside livestock from a herd based on certain “retention criteria.” This is done to remove undesirable cattle from the herd that are absorbing valuable rancher resources, thereby lowering the rancher’s return on investment of time and money, and thus reducing profits. Similarly, undesirable clients in public accounting firms also absorb valuable resources similar to a rancher’s dilemma. No firm wishes to lose clients, ... continue reading

Using Leverage and Balancing the Pyramid

Many accounting firms have become under-leveraged, creating significant problems with succession planning, growth, profitability, and staff retention. There is a direct correlation between the ability for partners to delegate and leverage their time and the ability to grow the firm and increase profitability. In addition, this issue has been fueling the volume of merger activity over the last five years. ... continue reading

Beware of Comfort Zoners and Entitlement

Without a doubt, one of the most significant reasons for succession planning problems in public accounting is the vast number of comfort zoners in the partner and manager ranks. Many comfort zoners are good minders and grinders but lack the passion and entrepreneurial spirit that is vital to take firms to higher levels of success. ... continue reading