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.
Ready to become a member and attend the 2023 HABU Conference?
Get started by picking one of the options that describes your firm
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
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.
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.
On this edition of the Advisory Accelerator Podcast, Join me as I speak with Nick Sinclair, founder of TOA Global. Listen in as we discuss how TOA Global's unique model builds long-term relationships between their placements and the client's firm. It creates a seamless integration that feels like they are just down a long hallway.
Nick touches on the benefits of outsourcing for cost and talent arbitrage and the importance of effective communication in building successful remote teams.
Lastly, we discuss how the pandemic has changed how many firms view global staffing solutions.
 
SHOW HIGHLIGHTS
- TOA Global provides a global staffing solution through the Philippines and South Africa to help accounting firms find and retain top talent.
- Their model is different from traditional outsourcing, as they help firms build a team that becomes part of the client’s firm.
- The COVID-19 pandemic has accelerated the acceptance of building global teams and remote working.
- Language barriers are minimal with talent from the Philippines and South Africa, making communication easier.
- TOA Global’s staff works the same hours as their client firms, making collaboration seamless.
- Outsourcing provides cost arbitrage, allowing firms to pay above-market salaries to local teams and retain the best talent.
- Meaningful work improves employee attraction and retention rates.
- Security measures taken in TOA Global’s office environment include employee privacy, IT department investment, and bank-level security systems.
- Employees work in the client’s IT environment, eliminating data security risks.
- TOA Global focuses on people as the biggest asset of a service-based business.
LINKS
GUESTS
 | Nick Sinclair |
Special Guest: Nick Sinclair.
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 a member and attend the 2023 HABU Conference?
Get started by picking one of the options that describes your firm
Ready to become an Accelerator member?
Contact us or let’s schedule some time to talking get started.
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