Combining strategy & execution to propel your firm forward
Audit Consulting


Our Consulting Services

The consulting services provided by are designed to empower firms to meet their goals and provide tailored analysis and consulting, best practice recommendations, project management, and implementation resources. Successful change incorporates not only the technology, but the people and processes impacted as well. Our service offerings support you through all phases of a successful technology change from initial planning to the transition phase.

Learn More About Change Management


Implementation Consulting

Our Implementation Consulting offering is designed as a full-service approach and includes an assessment of your current state, project management and resource assignment, documentation of future state decisions, implementation plans, and thorough change management guidance.

Project kick-off

We start the project by discussing the firm’s workflow, understanding the implementation goals, and setting expectations.

Business process consulting

During an onsite analysis, we define any new firm processes, discuss migration plans, and assign resources to setup your system.

Business process documentation

After the consulting phase, business processes are documented, and an implementation plan is created.

Setup assistance

During this virtual session, we discuss open items and ensure the firm is ready for training


Hands-on training is provided onsite or virtually by CaseWare for your champion team and staff.


After the rollout of the product, we hold check-in calls with the firm to review staff feedback and offer support.

Implementation Timeline

Why choose consulting with

Our consultants are committed to working closely with firms to drive successful implementation and adoption of new technology, execute effective change management strategies, and optimize existing tools and processes. During each engagement we focus on:

  • Analyzing your firm’s current business processes
  • Working with your project team to understand your firm’s goals for the future
  • Delivering guidance, solutions, and resources to propel you forward

Contact us to see how your firm can benefit from our consulting services at by calling 1.855.855.5CPA

Building a future ready firm

The accounting landscape is changing rapidly and one word—complexity—defines both the greatest challenge and opportunity for CPAs. To keep pace with client expectations, firms are rethinking their strategies for practice management, client services and talent development. is your primary source for taking the complexity out of moving your firm into the digital arena – enabling you to focus on growing your business with the smartest solutions in our profession.

To learn more about, please contact our team at or by calling 1.855.855.5CPA.

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