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

More Information

45L Energy Credits

More Information

179D Energy Deduction

More Information

Charitable Tax Strategy

More Information

Jet Purchase/Charter Services

More Information

1031 Exchange/ OZ consulting

More Information

Solar Tax Credits

More Information

Strategic Valuation

Sales and Use/Property Tax

More Information

Wealth Advisory | Alt. Investments

More Information

Conservation Easement

Other Advisory Support

Wireless Tech. & Rooftop Leasing

More Information

Insurance Claims Support

More Information

401k Administration

More Information

Metaverse Development

More Information

Data Analytics

More Information

Intellectual Property

More Information

Real Estate Investing

More Information

Cyber Security

More Information

Life Insurance for the Ultra Wealthy

More Information

CPA Firm Support

Strategic Planning & Firm Retreats

More Information

Solar for Low Income Housing/Historic

More Information

Marketing Support

More Information

Recruiting

Training & Development

More Information

Virtual Tax Office

More Information

Virtual Investment Platform

The Advisory Accelerator Podcast

Meet members of the HABU Advisory Accelerator who are helping professional service providers (CPAs, attorneys, architects, etc…) create lasting value inside their client relationships. Hosted by Jeff Pawlow – President of the Engineered Advisory family of companies.

apple podcast

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.

Recent Articles

Reflections on HABU: Tax Strategies Can Assist Real Estate Clients Dealing with Market Ups and Downs 

Real estate clients may not be fully aware of the numerous strategies available to minimize […]

Reflections on HABU: As the Retirement Wave Hits, Advisory Services Can Help Clients Adjust

There’s been plenty of talk about the “Great Resignation,” but contrary to popular belief, it’s […]

Reflections on HABU: No One Knows it All; But A Network of Experts Can Get You Close

Accountants want to help, that’s why they’re in the business. Taking a more consultative approach […]

Reflections on HABU: Using Advisory Services to Help Clients Prepare For – or React to – the Inevitable

Although offering a wider array of advisory services is an undeniable trend among CPA firms, […]