CPA firms tap into only 1/3 of their profit potential. The purpose of a Profit Improvement Review is to identify ways for firms to increase their profitability and realize their potential. We review your firm and identify what you are doing right, what you are doing wrong, and what you are not doing at all. And we give you 30-40 concrete, doable ideas for dramatically increasing profitability.

Here is how we work:

1. We review your firm financial statements and production statistics.
2. The managing partner completes a questionnaire on the firm's practices.
3. Partners and staff complete confidential questionnaires.
4. We visit your firm for two days; we interview firm personnel on the first day.
5. We present our findings and recommendations on the second day.
6. We issue a comprehensive report after our visit is completed.