Our Services

What We Do

Our Core Services

Consulting and Advisory

Specializing in strategic growth and advisory services, we connect firms with proven solutions to thrive in the modern accounting industry. Embrace transformation and drive a competitive advantage with us.

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Digital Growth

The future is Human + Digital.  We craft tailored strategies, transform mindsets and execute on-demand services to drive growth for your accounting firm in the digital landscape. Partner with the experts who play to win with digital strategy.

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Leadership Development

Transforming firms begins with transforming leaders. We cultivate transformative leaders, driving unparalleled organizational evolution. Investing in your people is crucial now more than ever.

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2024 Cohorts Are Open

Managing Partner Bootcamp

Unleash your full potential with MPB | Leadership Accelerated, a masterclass where accounting leaders gain a personalized skill set to lead with intention and proactively tackle challenges. In 6 days, acquire what successful leaders learn through 10+ years of trial and error. Join this year’s elite community of firm leaders.

Partner Retreats

Introducing the NEW partner retreat tailored for the modern accounting firm. With over 40 years of experience and a global reputation, we craft retreats aimed at propelling your leadership team toward unrivaled success. Delve into our proven methodology, create alignment on staying independent, and learn how to position your firm for a prosperous future. We don't dictate your path, we empower your firm to make well-informed decisions and thrive.

Our Services

What We Bring to the Table

We are a powerhouse of professionals, brought together from diverse areas of expertise under one common mission: to drive firms forward to growth. With a perfect blend of firm forgers, marketing maestros, tech gurus, and innovation virtuosos, we stand ready to conquer any challenge that comes your way

Our chemistry is real and our results are impressive. We change people, cultures, and expectations.

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Our 2024 Programs

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November 6-7, 2024
Chicago

Join us at Winning Ways, the profession’s only conference on practice management where we focus on a key topic impacting the accounting industry every year.

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April 3-4, 2024
Atlanta

Join us at the Digital Deep Dive Summit, a one-of-a-kind gathering of thought leaders and industry experts, designed to accelerate your firm through the power of digital marketing.

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