Why this model is Reshaping CPA Firms
The rise of the Platform Accounting Service Model is one of the most significant trends we’re seeing large firms ($100M+ enterprise value) deliver for their clients. This model, which offers a full platform through which various accounting and advisory services can be delivered seamlessly, can be implemented for small accounting firms too. Let’s review some of the components:
- Tax Advisory
- Client Accounting Services (CAS/CFO and more)
- Compilations and Reviews (Audits too?)
- Payroll
- Wealth Management
- Trust & Estate
- Business Management
- Financial Coaching
- ERP Implementation
- Insurance
- IT/Technology Solutions
- Marketing Services
Adopting the Platform Accounting Service Model can revolutionize your firm’s service offerings, just as it has for large firms. By providing a full platform of services, your firm can deliver greater value, drive client satisfaction, and enhance growth. Embrace this comprehensive model to stay competitive and meet the diverse needs of your clients.
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