ACCOUNTANTS ADVISORY GROUP, LLC
www.AccountantsAdvisory.com
845-265-9046
Accountants Advisory Group, LLC is a strategic consulting firm that offers a unique integrated approach to CPA firms by incorporating state-of-the-art practice management, marketing and human capital strategies to achieve long-term success and profitability.
We assist accountants in establishing and reaching their goals, increasing their profitability and securing their future by focusing on the collaborative relationship among these three key areas:
§ The leadership, management and strategic direction of the firm;
§ A marketing and sales strategy that ensures a continuous flow of new quality clients and retains current clients; and
§ A human capital program that attracts, trains, professionally develops and retains talented staff.
Some of the services and programs we provide to CPA firms include:
§ Facilitation of partner retreats and annual meetings.
§ Partner compensation structure and partner problem resolution.
§ Mergers and acquisitions of CPA firms.
§ Succession planning and exit strategies.
§ Firm wide, niche and personal marketing plans.
§ Sales training and practice development coaching.
§ Client satisfaction surveys and client retention programs.
§ Career development programs for staff through our FutureTrak Institute™.
§ Staff recruiting and retention programs.
Contact Joe Tarasco, CPA at 845-265-9046 or Joe@AccountantsAdvisory.com and visit www.AccountantsAdvisory.com to learn more about our services and programs for CPA firms.