Someone in the room
who’s already done it.
Community and software get you part of the way. Real growth needs someone working alongside you — an advisor who has run a CPA firm, built service lines, deployed AI in production, and knows what a realistic 12-month plan actually looks like.
A CPA 360 advisor sits down with your firm — and gets to work.
Our advisors aren’t consultants. They’re operators who have held the seat you’re in. They know the difference between a growth problem and an execution problem, between a tech problem and a people problem, and between advice that sounds right in a slide deck and a plan your team can actually execute.
Every advisory engagement starts with a growth audit — a structured look at where your firm is leaving revenue, margin, and capacity on the table. From there, we build a practical, sequenced 12-month roadmap with owners and milestones.
“The firms we work with aren’t looking for a report. They’re looking for someone who will sit down with their leadership team and help them make better decisions faster.”
CPA 360 AdvisoryFive areas. One integrated plan.
Advisory doesn’t start with a framework. It starts with your firm — where you are, where you’re going, and what’s in the way.
Firms that are ready to move.
Advisory is for CPA firms that have outgrown their current operating model and need someone who can help them see it clearly and change it deliberately.
- Firms with $5M–$50M in revenue that have real complexity to navigate and real capacity to grow.
- Firms making technology decisions — ERP, AI, workflow — and wanting an operator’s perspective, not a vendor’s pitch.
- Firms building new service lines — CAS, fractional CFO, advisory — and needing a playbook, not a theory.
- Firms facing a transition — succession, M&A, partner buy-in, or significant headcount change.
- Firms that want results, not a relationship with a consultant who’s never signed a client engagement letter.
A curated marketplace of affiliate businesses —
already serving CPA firms and their clients.
These aren’t software vendors we cut a discount deal with. They’re real businesses, run by operators, already serving CPA firms and their clients today. The marketplace exists because your clients need services you don’t offer — and they should be able to get them through you, under your brand, without you having to build them from scratch.
Helps businesses select and implement the right CRM, ERP, or accounting solution. The team behind PracticeERP — they know what CPA firms need from their tech stack because they’ve built one from the inside.
A collaborative team of marketing advisors who act as an extension of your firm — brand, visibility, demand generation, and growth. Built for professional services firms that need real marketing, not just a website refresh.
HR done right — recruiting, retention, compliance, and consulting. The HR backbone for firms that want their people operations handled by experts, and for clients who need HR support as a white-label offering.
Full payroll processing — after-the-fact, time & attendance, onboarding, and scheduling. Clean integrations with the accounting tools your clients are already running, managed by a team that knows the work.
Residential and commercial property management built for owners who want the returns without the day-to-day. A natural referral for CPA firm clients who own investment properties and need a trusted operator managing them.
Experienced brokers who guide the complex business sale process end to end — valuation, buyer qualification, negotiation, and closing. CPA firms are uniquely positioned to refer clients who are thinking about selling.
Fiduciary financial planning that puts your clients’ interests first — comprehensive, personalized, and advisory-grade. A natural complement to the tax and accounting relationship your firm already has with each client.
Advisory activates the marketplace.
The marketplace funds the growth.
The advisory engagement identifies where your clients need services you don’t currently offer. The marketplace gives you a vetted set of operators you can bring in — under your brand — without building from scratch. The result is revenue unrelated to billable hours and a stickier client relationship.
Your clients are already buying payroll, HR, financial planning, and wealth management — just not through you. The growth audit maps where that revenue is going and which marketplace partners are the right fit for your client base.
Each marketplace partner is designed to work alongside your firm — not compete with it. You stay the primary relationship. They deliver the service. Your clients stay in your ecosystem and you capture a share of revenue you were previously walking away from.
The eight Growth Councils give your advisor real-time data on what’s working across peer firms — which marketplace offerings are generating the most revenue, how firms are pricing and positioning them, and what the implementation looks like in practice.
Ready to work with an advisor?
Tell us where your firm is and what you’re working on. We’ll match you with the right advisor and get a conversation started.