Does your firm have a strategic vision for the future?
Are you in control of your firm’s destiny?
Has your firm addressed succession planning and retirement issues?
Is your partner compensation structure contributing to your firm’s growth and profitability?

The Timeless Practice

The future of a successful Certified Public Accounting firm is often determined by the quality and impact of the partners’ decisions. The keen ability to identify potential opportunities, challenges and conflicts, as well as make effective decisions to resolve problems, is essential. The diverse skills needed to create and manage a successful practice involve isolating the real issues, separating symptoms from causes and implementing sound creative plans to ensure a positive profitable future for the firm.

Managing The Practice As A Business

Through extensive practical experience in all areas of practice management, the professionals of the Accountants Advisory Group help CPA firms structure sound practice management concepts. Our specialists work closely with CPA firms to establish goals, develop and implement strategic plans and make difficult decisions to effectively run their practices.

We assist the partners of today’s CPA firms in making strategic decisions:

  • Succession planning, retirement issues and exit strategies;
  • Partner compensation structure and problem resolution;
  • Selection, development and admission of new owners;
  • Firm governance, ownership and agreement structures; and
  • Mergers and acquisitions of accounting firms, including identification of potential candidates, due diligence, negotiations, valuations, and contract agreements.

Accountants Advisory Group can address a full range of topics and issues, including:

  • Facilitation of partner retreats and annual meetings;
  • Partner coaching, counseling and teambuilding programs;
  • Operational reviews and profit improvement studies; and
  • Communication programs with partners and professional staff.

Joseph A. Tarasco, CPA, Founder of Accountants Advisory Group, is Director of our Practice Management Program. Please click here to read Joe’s biography.