Anywhere You Need Us to Be

At CPA Practice Advisors, we believe leadership is best delivered with the right balance of connection and focus.

That’s why our team works fully remote for efficiency and agility — and makes on-site visits throughout the year to connect with your partners and team, learn your culture firsthand, and strengthen relationships.

When we’re on-site, we’re present, engaged, and invested in your people.

When we’re remote, we’re rowing hard on your behalf — moving the strategic and operational pieces forward without disrupting your daily flow. We are in constant communication with the team via TEAMs, as we believe in face-to-face visits, not telephone calls, texts or excess emails.

We call it building a better boat: staying close enough to steer with you, while giving you space to run your firm without interference of your client and team interactions.