Start with a real problem
We review where your people spend time and identify work suited to a controlled pilot. The starting point is a task worth improving, with a clear way to compare the result.
Executive advisory for public accounting
A better-run firm.
A stronger business.
We help accounting firm leaders make better decisions about technology, profitability and growth—and work with their teams to put those decisions into practice.
For managing partners, CEOs & PE sponsorsStart with a free technology assessment ↗
I
The leadership agenda
Your firm has grown.
Has the way you run it?
A merger brings another set of systems. Partners buy tools that overlap. Experienced people spend time moving data instead of serving clients. You can see the pressure on margin, but the cause is harder to pin down.
We look at the whole firm: how work moves, what it costs, how it is priced and which systems support it. Then we help you decide what to fix first, what it will take and who will own the work.
See how an engagement works ↗01 / MARGINUnderstand what
Understand what
earns its keep
02 / CAPACITYGive your people
Give your people
room to perform
03 / GROWTHBuild a model that
Build a model that
scales with the firm
II
How we help
What does your firm
need to solve?
Start with the issue in front of you. We bring the practice and technology experience needed to address it.
01Technology & CIO Office
+
Make technology a deliberate investment. We assess the stack, map integration gaps, review contracts and build a roadmap tied to the way your firm works.
02Practice Management & Operations
+
See which work makes money and where capacity is constrained. Align your service taxonomy, operating data and reporting cadence so partners can decide with confidence.
03Pricing
+
Keep efficiency from eroding revenue. Examine realization and write-offs, then design and pilot value pricing with the partners who will put it into practice.
04Talent & Workforce
+
Build the team the next stage requires. Map capacity, partner dependency and succession, and define the roles that let experienced people focus on their highest-value work.
05Advisory Enablement
+
Turn advisory ambition into a service model. Establish the revenue mix, identify capacity and design offerings with a clear scope, staffing model and price.
06Growth & M&A Integration
+
Make acquisitions repeatable and organic growth visible. Review operating and technology risk, identify inherited overlap and sequence integration around the firm’s calendar.
III
The Apex platform
Know where you stand.
Know what to do next.
Apex is the platform behind our advisory work.
It brings your software inventory, contracts and practice data into one view. We use that evidence to show where the firm stands and build a plan with priorities, owners and dates.
Explore the Apex platform ↗Request Apex access ↗APEX / EXECUTIVE BRIEFILLUSTRATIVE VIEW
The firm, in perspective
Evidence → Decisions → Execution
TechnologyWhat supports the firm
Where value is created
Contract calendarWhen change is practical
TodayStabilizeOptimizeScale
A measured baseline and a roadmap of up to 36 months
IV
AI & your firm
Where should AI
fit in your firm?
Your partners need more than a list of tools. They need to know where AI can help, what staff can use and how the firm will judge the results.
Give staff clear boundaries
We help define approved tools, what information can be used and where human review is required. Your team should know the rules before bringing AI into client work.
Decide what the saved time is worth
Faster work only helps if the firm puts that capacity to use. We consider pricing, staffing and advisory opportunities alongside the technology, so the pilot answers a business question.
We help you assess the opportunity, plan the pilot and decide whether to expand it with your team.
Discuss AI at your firm ↗V
How an engagement works
From the first review
to the work ahead.
You should know what we found, why it matters and what happens next. Each engagement follows three steps.
Understand the firm
We review your systems, contracts and operating data with the people who know them. If information is missing or conflicting, we tell you.
Agree on the priorities
We explain the cost and benefit of each change, then agree on the order with your leadership team.
Put the plan to work
We work with your team, timing changes around renewals, staffing and busy season. Every action has an owner and a date.
VI
Who we serve
Advice that fits
your responsibilities.
The investment perspective
See the operating reality
behind the growth story
Technology and operating diligence, integration planning and a clear view of the decisions that support the value creation plan.
Discuss your platform ↗VII
The partners
We’ve held the jobs
we now advise on.
You work with partners who have led tax practices and technology functions inside accounting firms.
CW
Craig Weaver
Practice Strategy, Pricing & PE AdvisoryFormer Managing Partner of Tax at Baker Tilly and Partner-in-Charge of Tax Services at Squar Milner. A perspective grounded in practice economics and partner leadership.
RJ
Robena Jafari
Practice Management & OperationsFormer Managing Partner of Tax Services at Citrin Cooperman and Managing Partner of Specialty Tax Services at Baker Tilly. Experience leading national practices and operating teams.
NR
Nick Ryan
Technology & the Apex PlatformTechnology and information security leadership inside Top 10 professional services firms, including Baker Tilly and RSM. Creator of Apex and author of The Technology Blind Spot.
VIII
For firm leaders
FIRM FORCE / PERSPECTIVESThe
The
Technology
Blind Spot
What every accounting firm leader needs to know before the next deal
NICK RYANThe technology blind spot
What should you know
before the next deal?
The Technology Blind Spot looks at the technology issues leaders can miss during an acquisition.
Read about inherited systems, integration costs and the questions to ask before those issues become your responsibility.
Get the free book ↗Read Firm Force insights ↗IX
The free book
The Technology
Blind Spot.
What every accounting firm leader needs to know before the next deal.
Seven technology dimensions that decide whether a deal creates value or destroys it, from inherited technology debt to what sponsors check in diligence.
Thank you
Your request is in.
We have your details and will send The Technology Blind Spot to that address shortly.
X
Free technology assessment
See where your
technology stands.
A free, independent evaluation of your firm's technology platform.
It covers practice management, automation, AI readiness, data architecture, cybersecurity and licensing efficiency. It takes 8 to 10 minutes.
Firm Force has no vendor affiliations, no referral agreements and no product to sell in this assessment. We assess your technology platform objectively and tell you what we see.
Thank you
We have your answers.
A Firm Force partner will review them and come back to you with what we see.
XI
Talk with a partner
Start with
a conversation.
Tell us what is happening at your firm and what you need to work through. You will speak with a Firm Force partner. We will respond within one business day.
Prefer to pick a time? Book an introductory call ↗
advisory@firmforce.aiSan Marcos, California
Thank you
Your message is with us.
A Firm Force partner will respond within one business day.