Services
How We Work Together
Tax Career Advisor specializes in comprehensive CPA firm consulting, with a focus on transforming compliance-centric practices into advisory powerhouses. We also provide career coaching for individual professionals.
CPA Firm Services
Comprehensive Firm Consulting
From compliance-to-advisory transformation to succession planning, we help CPA firms at every stage of growth.
Advisory Transformation
Transform your compliance-centric practice into an advisory-centric powerhouse with our proprietary program for CPAs. Grow revenue, increase practice value, avoid obsolescence, and improve quality of life.
- Examining your firm's pain points and barriers to transform to advisory
- Defining what is meant by "advisory" and providing specific advisory service offerings
- Providing a step-by-step approach and pathway to transformation
- Examining training and staffing requirements, including budgetary considerations
- Establishing pricing and billing methodologies and policies
- Exploring marketing strategies
Succession Planning
In today's shortage of aspiring partners, succession planning is a serious challenge. Tax Career Advisor assists in planning and implementation through customized leadership training, designing incentives, and creating an internal vision for growth.
CPA Firm Mergers & Acquisitions
Consolidation of CPA firms continues at pace, especially with private equity investment. We offer both buy-side and sell-side services including locating target firms, advising on deal terms, and sell-side readiness.
Revenue Growth
We review billing practices, advise on rates and methods, recommend transforming to a more advisory-centric practice, and suggest improved marketing tactics to refresh stagnant revenue.
Staff Evaluation
Our proprietary "Forward Performance" employee evaluation system assists firms in evaluation, promotion decisions, market compensation levels, and methods of incentivizing and retaining high-performing employees.
New Hires
We assist in reviewing resumes, the interview process, and provide recommendations for choosing the right candidate who will fit your firm's culture and work demands.
Partner Retreats
We organize partner retreats and meetings, assist in creating agendas, and where disputes arise, provide insight and offer solutions to resolve differences.
Partner Compensation Structures
Our customizable compensation model adapts to your firm's financial profile and culture, emphasizing critical factors and rewarding them accordingly.
Professional Development
We develop strategic plans to grow professionals through carefully selected training, education, and continuing professional education courses.
Evaluating New Business
When faced with difficult new client decisions, we help firms manage client intake decisions and associated fee quotes.
Terminating Client Relationships
We assist in evaluating clients on the basis of ability to pay, quality of work, working relationship, and drain on staff resources to make necessary decisions.
Improving A/R Collections
We review overdue account receivable balances and offer recommendations for payment plans and other remediation strategies.
Also Available
Career Coaching
In addition to firm consulting, we offer individualized career coaching for tax professionals and employer training programs.
For Professionals
Career path evaluation, interview prep, resume review, and development of the Six Essential Skills.
- Evaluating your career objectives and goals
- Evaluating potential job opportunities
- Interview preparation
- Resume review
For Employers
Customized training programs, management assistance, and mentoring to develop staff into leaders.
- Manager leadership skills
- Developing in-house mentoring programs
- Individual employee and partner mentoring or counseling
- Preparing managers for partnership or executive positions
Speaking Engagements
Paul N. Iannone is available for speaking engagements at conferences, professional associations, CPA firms, and corporate events. Topics include advisory transformation, career development for tax professionals, firm growth strategies, and more.
Inquire About SpeakingTake the Next Step
Ready to Transform Your Practice?
Schedule a confidential consultation to discuss how our Advisory Transformation Course and comprehensive firm consulting can help you grow revenue, increase practice value, and future-proof your firm.