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

Ready to become a member?

Specialty Tax Credits & Incentives

Cost Segregation

R&D

Energy Credits

ERTC

1031 Exchange/ OZ consulting

Sales and Use/Property Tax

Charitable Tax Strategy

Proactive Tax Planning

WOTC

Solar

Jet Purchase/Charter Services

Other Advisory Support

Wireless Tech. & Rooftop Leasing

Strategic Planning & Firm Retreats

Credit Card Fee Reduction

Accounting App Cloud Hosting

Data Analytics

Lease Accounting

ISO Certification

Foreign Exchange

Tokenization

Insurance

Social Security Consulting

CPA Firm Support

Strategic Planning & Firm Retreats

Solar

Credit Card Fee Reduction

Data Analytics

Marketing Support

Training & Development

Recruiting

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

Firm Revenue Annual Cost
$3 Million $1,000
above $3 million $3,000

Ready to become an Accelerator member?

Contact us or let’s schedule some time to talking get started.