Scale Your CPA Firm with Proven Executive & Operational Leadership – Without Giving Up Any Ownership.
We are the Rower you’ve been missing!
Preserve Your Independence by Strengthening Your Leadership
Running a CPA firm today can feel like rowing a boat through stormy waters. As the Managing Partner, you often feel like the lone rower—pushing forward against internal challenges, external pressures, and an uncertain future—while your bench of future leaders may not yet be ready to pick up the oars. Day after day you try to preserve your independence by strengthening your leadership, but it is a full-time job.
We understand because we’ve been there. We’ve sat in your seat, faced the same challenges, and found ways to succeed quickly and sustainably. Like you, we know the tension between serving clients and running the firm. Too often, client service wins, leaving the firm itself—and its future leadership—adrift.
That’s where CPA Practice Advisors comes in. We don’t just point the way forward and leave; we get in the boat with you and row with you. We become the lead rower who helps you steer through the storm, while also bringing extra oars to strengthen your team. Our role isn’t to take ownership or control away from you—it’s to row alongside you, build up your crew, and guide your firm safely and strategically into the future.
The Puzzle Piece You Need to Find Success!
At CPA Practice Advisors, we are hands-on CPA firm leaders with deep expertise in CEO/Firm Leadership, Controllership, HR, Marketing, Project Management, and IT. Think of us as the missing puzzle piece your firm needs to reach the next level—without selling to private equity or giving up control.
We step into your firm as part of the team, combining your knowledge, leadership, and trust with our operational and management expertise. We take the lead on day-to-day firm operations, help improve partner and team performance, and provide the strategic guidance and support needed to grow your firm—all while keeping ownership and control in your hands.
Simply put: we’re in the boat with you, helping you complete the puzzle of your firm’s success.
.png)
With CPA Practice Advisors, you remain in FULL control.
Unlike other options you may be considering—selling to a larger firm, private equity, alternative practice structures like Ascend, Franklin Alliance, Crete and other similar models, or merging to chase “greener grass” options—as partners, you will lose control of your future. It might not be on day 1 or in the first 2 years, but as equity partners today, you will lose control eventually!
You retain 100% ownership of your firm.
You keep 100% of the vote on partner-level and firm-direction decisions.
You gain a leadership team experienced in building and growing IPA 500 firms.
_edited.png)
Your Firm. Your Direction. Our Oars.
We jump into your boat with our own oars, rowing alongside you and your team to achieve mutually beneficial outcomes.
And when the time comes—whether for a merger, acquisition, or sale—we bring the experience because we have been there, done that, so we can support your firm’s next chapter on your terms, if you so choose.
Most importantly, we bring our OAR with us.
.jpeg)
Your Current Structure
_edited.png)
You = 100% equity
_edited.png)
You = 100% control
_edited.png)
Limited strategic support
_edited.png)
Long-term focus feels day-to-day
_edited.png)
Your culture
CPA Practice Advisors
You = 100% equity
You = 100% control
_edited.png)
Full strategic support
_edited.png)
Leadership & mutual success focus
Your culture, but improved
Alternative Practice Structure
You = <50% equity
_edited.png)
You give up control
Strategic support with limits
_edited.png)
ROI-focused, exit-driven
Culture driven by ROI
Resources That Move Firms Forward
Information
If you need information about us for your internal discussions with partners and team members, stop here for useful information about how we are your best choice for a successful future.
Your firm’s direction is our ultimate destination
At CPA Practice Advisors, where we are is defined by where our client firms need us most. While the majority of our leadership support happens remotely, we make it a priority to connect in person throughout the year—meeting with partners and teams directly, understanding your firm’s culture, and strengthening relationships.
Whether online or on-site, we are fully present wherever it takes to help your firm succeed. Our goal is simple: be wherever we’re needed to move your firm forward.