Adding Value Beyond the Balance Sheet

CPA Firms

We understand how CPA firms operate and the challenges partners face, because we have over 50 years of combined experience working in them. Our CPA clients know first-hand that our comprehensive blend of skills and experience and our unique and effective processes drive growth and sustainability.

CPA Firms look to IGA when:

  • They seek to grow their business and haven’t found the right sales fit.
  • They seek better efficiencies in their internal processes.
  • They need Succession Plans to develop future firm leaders.
  • They need to plan for a future M&A transaction.
  • Know they need Marketing support but aren’t quite sure how to bring it on board.

IGA services are ideally suited to service CPA firms.

Strategy and Value Creation to address growth, control, transition. Learn more.

Growth Advisory for attaining highest valuation and growth. Learn more.

Partner and Emerging Leaders Training for succession planning. Learn more.


Fractional Marketing Management for CPA Firms

Marketing drives business growth. When you view it as an intangible, revenue-generating asset, marketing can help you achieve your growth objectives. Data analytics gathered from website traffic and other methods enable you to quantify ROI.

Two solutions that won’t impact your payroll.

  1. Fractional Marketing Management Services delivered by a highly experienced marketing professional for as long as you need. 
  2. Admin Marketing Skills Training for smaller firms. This is designed to help Firm Administrators handle some marketing activities more easily with some training on the basic platforms. We’ll provide ongoing coaching and marketing backup as needed. 

I would recommend IGA to any growing CPA firm that needs practical and tested experience in helping senior management set and achieve their business goals.”

Managing Partner, CPA firm, Boston, MA

“Through IGA’s assistance and coaching, we have developed a better culture and corporate governance and thus we are well positioned to drive accountability in all levels of our organization.”

Managing Partner, CPA firm, Chicago, IL

Our Team of Advisors

Learn more about our team of IGA Advisors. Click here.

Book us to facilitate or speak at your Partner Retreat. Contact us.

Learn how we can create solutions tailored to your firm’s needs. Contact us today.

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