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​​​​​​​​​​​For  compan​​ies that work in the CPA profession:

  • Strategy development and thought leadership
  • Participation on corporate boards and advisory groups
  • Executive and  staff education about the CPA profession; current and emerging trends and how firms serve clients, provide value and generate profits
  • Speeches, webinars  and participation at conferences and events
  • White papers, special studies and articles
  • Website content development 
  • Mentoring and coaching

For CPA firms

  • Strategy development and implementation guidance
  • Succession planning
  • Merger, acquisitions and sales
  • Emerging partner training and mentoring
  • Practice management guidance
  • New firm mentoring
For CPA associations and societies:
  • Strategy development and thought leadership
  • Speeches, webinars and participation at conferences and events
  • White papers, special studies and articles
  • Website content development 
  • Mentoring and coaching