helping legacy cpa firms

get future ready

We partner as Interim Change Officers specializing in change using proprietary processes and tools designed specifically for SMB accounting firms.

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stop spinning

get results

We partner as Interim Change Officers specializing in change using proprietary processes and tools designed specifically for SMB accounting firms.

ways to fail at change mangement4
ways to fail at change mangement3

these won't work

BOOKS, RETREATS
& SILVER BULLETS
keep you spinning

SMB accounting firms typically deal with the fact that the old ways aren't working by first trying to solve it themselves by reading books or holding
off-site retreats, and eventually resorting to consultants whom
they hope to have the silver bullet.

They think these efforts fail because the people didn't do the work or they have the wrong people altogether.

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here's the actual reason those efforts fail

you're missing

the mechanism

For the same reason you don't personally change out the engine of your car, you need someone with the experience, specialized tools, and resources to come in and help you facilitate the change.

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our ideal partners are

legacy SMB CPA firms

  • we get everyone on the same page, pointed in the right direction, and seeing actual results
  • we get in the trenches with you to address all sides of the business for changes to take root
  • we reduce the pressure on management, identify issues and prioritize solving the ones with the most impact
  • we get productive communication flowing and facilitate buy-in
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cpa firm success story

Grove, Mueller, and Swank

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Leading for the Future

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