Love your firm again!

Focus on what you do best and not the headaches

Partner With Us

You didn’t start your firm to only spend 70%
of the time solving problems.

Most CPA firm owners spend at least 30% of their time on the
minutiae of ‘running’ the firm instead of consulting with clients and completing projects.

Partner With Us

Get the most out of your firm.

The best part of owning your own firm is the freedom that comes with it,
but time and again we hear stories of CPAs getting burned out from the ‘business’ - and unable to focus on what they do best and love most.

Partner With Us

Focus on your superpower.

Eliminate the distractions, whatever it may be (HR or marketing or firm administration or even day to day tasks).

Fill up your bench and client support

Instead of having to hire subject matter experts, lean on the resources other firms have which are not operating at full capacity.

Build wealth and increase firm value

Eliminate the duplicative expenses to increase profits immediately, leverage your skill set and raise your firm multiplier.

Our team has completed more than 7+ Partnerships
in the CPA space and looking for
more partners.

Partnership options

Choose the option best for the season you are in

Sell and retire to move on to next chapter of your life

Fold into the practice to join together and increase market share

Location based partnerships to leverage resources and reduce expenses

3 steps

Have a Call

Setup a call with one of our Owners to tell us about your firm and your priorities, plans and goals.

Fold in with team

Once you are in alignment with our firm (regardless of which structure you ultimately choose), you will be able to immediately start to leverage our network and team and solutions to make you more money, with less time requirements.

Increase firm value

Learn more about how partnering with us can help scale up your firm, reduce your overhead and increase your profits.

Partner With Us

Stop working overtime and stressing over the firm. Join a winning team to help you scale up, provide more value, make more money and work less.

Get back to where it used to be exciting to work in your firm and to not just “own your job”. Through partnering up with us, you will soon find you have more time on your hands as you are able to confidently leverage the resources we have to allow you to focus on what you do best.

Partner With Us