Our experienced accounting advisors maximize the value of CPA firm practices.

As accounting industry professionals with significant experience managing CPA firms, we are in a distinctive position to advise accountants. Having spent many years “in your shoes,” we are not just consultants. We know how to effectively address the challenges facing CPA firms today. We provide solutions to help firm grow and reach the next level of success.

Joseph A. Tarasco, CEO and Founder, Accountants Advisory Group, LLC.

About

Accountants Advisory Group:

Practical Industry Experience

The professionals of Accountants Advisory Group consult through practical industry experience, having held executive positions in the Certified Public Accounting industry in the areas of practice management, marketing and human capital. Our advisors include Certified Public Accountants, who speak from real-world experience to guide firms and help them make strategic and, at times, difficult but necessary decisions.

Our experienced professionals add value to accounting firm practices by helping CPAs:

  • Develop strategic plans and action items to take their firms to the next level of success;

  • Add value to their firms and increase profitability;

  • Assist in developing partner performance and accountability programs along with related partner compensation structures;

  • Creating staff career development and training programs as part of succession planning;

  • Assisting with strategic mergers and acquisitions;

  • Developing marketing programs for the firm and personal marketing plans for each partner together with practice development training.

Implementation Through Customized Services &

Ongoing Support

Accountants Advisory Group not only assists partners in developing comprehensive and customized strategic plans, we provide ongoing support, manage implementation and monitor and assess results as well as efforts. We work closely and continuously with CPA firms to help them add value to their organizations, concentrate on their leadership and meet their evolving client and workforce expectations, to achieve their strategic long-term goals.

  • Directing M&A of accounting firms, including identifying potential candidates, due diligence, negotiations, valuations, and contract agreements. 

  • Assisting in the development and implementation of strategic and succession plans. 

  • Guiding succession planning, retirement issues, and exit strategy options. 

  • Facilitating partner retreats and annual meetings. 

  • Providing guidance on firm governance, ownership and agreement structures. 

  • Coaching, advising, and leadership development for partners, directors, and managers. 

  • Implementing partner performance management and accountability programs. 

  • Evaluating partner compensation structure and resolving problems. 

  • Formulating criteria for election, development and admission of new owners. 

  • Coaching partners, and implementing counseling and relationship improvement programs. 

  • Performing operational reviews and profit improvement studies. 

  • Creating and implementing growth strategies and plans

  • Providing comprehensive outsourced marketing and lead generation initiatives

  • Developing new and innovative services and niche implementation 

  • Digital marketing communications

  • Social Media Management

  • Website development and SEO

  • Branding and promotions

  • Advertising and public relations