Introducing the Engineered Advisory Accelerator
Helping CPAs focus on activities that represent the highest and best use of their time as they work to become a trusted advisor to their clients.
What is the Engineered Advisory Accelerator?
A cohort of advisory minded public accounting firms focused on providing exceptional service to clients by functioning as trusted in-depth advisors.
The Advisory Accelerator was created for CPAs who want to offer a full range of advisory services outside their personal expertise to their clients. Their clients get access to leading, strictly vetted professionals across a wide range of the advisory spectrum.
Our specialized experts work behind the scenes to help our members “punch above your weight class” and drive significant value into their client relationships, while holding competitors at bay.
Expand Your Firm’s Capabilities
Whether it’s cost segregation, research and development tax credits, wealth preservation, 5G rooftop leasing, tokenization, tax minimization, or other tax services, we offer a comprehensive suite of sophisticated financial services techniques that can foster revenue generation and game-changing tax savings. We provide access to a comprehensive suite of vetted professionals that can foster revenue generating and game changing services.
What you get with membership
- Attendance for 2 at annual Advisory Accelerator conference
- Limited ABLE subscription – a CRM built specifically for CPAs
- Rosenberg Survey (with participation) –
A leading benchmark for CPA firms - Net Promoter Score Survey System
- 40 CPE Hours (Live and/or On Demand)
- Access to all Advisory Group Members
Specialty Tax Credits & Incentives
Other Advisory Support
CPA Firm Support
Position your firm for sustainable, profitable growth
The CRM Tool for Accountants that Strengthens Relationships & Fuels Growth
If you’re looking to achieve sustainable, profitable growth for your accounting firm, ABLE is your toolbox, your trainer, your personal coach and accountability dashboard. ABLE helps facilitate more meaningful relationships with the people who matter most.
Members get up to 3 ABLE users
Pricing
Based on annual revenue – Paid monthly
| Firm Revenue | Annual Cost |
| $3 Million | $1,000 |
| above $3 million | $3,000 |