Insights That Move Firms Forward.
Events
SEP
24
2025
Webinar: Future-Proofing the Firm: Independence Strategies Beyond PE — Lessons from a Fellow Member Firm
As private equity investment and firm mergers continue to reshape the accounting profession, many firms are asking how they can remain independent while still growing and competing effectively. In this session, hear directly from fellow PrimeGlobal member, Karen Mosteller, and the firm’s strategic partner Eric Christensen, (CPA Practice Advisors), who worked together to strengthen the firm’s position and chart an independent path forward. They’ll share the firm’s experience, the solutions implemented, and practical takeaways other firms can consider as they evaluate their own future.
News
Information
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CPA Practice Advisors l Introductory Brochure
Discover how CPA Practice Advisors helps firms preserve independence while strengthening leadership. Our introductory brochure highlights the challenges CPA firms face today and how our proven leadership solutions provide stability, growth, and long-term value.
A Tech Stack That Rows in Rhythm With Your Firm
The CPA firm of the future doesn’t just need tools — it needs the right tools for the future while also having them aligned with the right strategy. At CPA Practice Advisors, we’ve rowed in the boats of several leading software applications, some were great, some, not so much. Our value isn’t just knowing the software, good or bad, — it’s knowing how to make the technology support your growth, culture, and profitability.
Finance & Controllership Oar
Firm Administration Oar
HR & Talent Oar
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IT & Security Oar
Marketing Oar
Operations Oar
