Bring insights and strategy to your practice
Professional Services


Transforming practice areas and implementing innovative technology requires a combination of planning, strategy, and clearly defined business objectives. Professional Services provide the expertise and guidance needed to successfully navigate change, implement innovative technology and empower leaders and staff.


Through expert-led consulting and coaching, interactive workshops, training, upskilling programs, and robust resource toolkits, is here to help you achieve firm and practice level transformation. Professional Services


Audit & Assurance

Elevate the efficiency, quality and value of your A&A services.


Client Advisory Services

Overcome obstacles and accelerate growth of client advisory services (CAS).


Environmental, Social & Governance

Create, foster and expedite the expansion of your ESG practice.


“Our engagement with was an injection of confidence, allowing us to establish connective tissue across the organization. Ultimately, that brought clarity to our roadmap and cleared the path to go faster.”

Read the Success Story

Angela MacPhee, CPA, Managing Partner of Consulting / BakerTilly


“I would highly recommend's consulting services to other firms and CAS practices. provided us the tools and business plans we needed to grow the department. Now we offer our clients a full suite of CAS services.”

Watch Now

Rob Henderson, CPA, MST, CEPA, Partner-in-Charge, Advisory Services / Windes


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.

Questions? We're here to help