Our Philosophy

We are a comprehensive accounting practice development firm that works with CPAs and accountants who want to earn more, have less stress and live life on their terms. A big part of our philosophy is to educate accounting professionals about all the things they didn't learn in school. Over the years we've taught many accounting practice owners the secrets to effective marketing so they can harness its power as they work to transition their accounting practice from a job into a successful and profitable business.

Our techniques can show you that starting and running your own accounting practice can be profitable, efficient and satisfying.

While we recognize that making money is not the most important thing, developing a very profitable accounting firm that supports your life and allows for a balanced lifestyle can provide freedom and a sense of accomplishment. You’ll have:

• The freedom to do things that you enjoy and live a comfortable lifestyle
• The emotional satisfaction that your clients appreciate what you do for them
• The ability to walk away from prospective clients that are less desirable
• The freedom to avoid being a slave to your accounting practice.

As you can tell we look at the accounting industry very differently than how you were trained. Our president, Allan Ratafia, has his own CPA practice and maintains a very high quality of life. He has developed a proven system for accounting marketing, rain making and CPA practice management that can help your firm systematically acquire new business clients at attractive hourly rates and operate the practice as a high margin, annuity-based business with very few employees.