The PAA Process

Rather than a one-size-fits-all approach, PAA understands the importance of tailoring expansion plans to the needs of each individual business. It's why we begin with a comprehensive consulting process, to help CPA firms like yours understand their options.

Based on the AICPA model, this 5-step process helps us jointly evaluate your firm's capabilities and growth objectives, and ensures you are set up for success.

Step 1: Assess Your Firm
We work with you as partners to review your client base and uncover potential areas in which you can provide value-added services. Learn more »
Step 2: Define the Opportunity
Often, the key to a successful expansion is finding the right mix of services—one that captures the strengths of the CPA firm, the needs of its clients, and the goals of its partners. Learn more »
Step 3: Develop a Marketing Plan
Using the data from the Firm Assessment, we’ll help you develop a proactive marketing plan that will communicate your vision and approach and differentiate you from the competition. Learn more »
Step 4: Implement a Turnkey Program
Once your firm has agreed to a business model and terms, PAA provides further assistance to help you get “up and running” quickly and smoothly. Our start-up and integration services provide ongoing training, guidance, and support. Learn more »
Step 5: Ongoing Practice Management and Support
Our continuous support will ensure that you have all of the tools you need to maintain your expanded services. Learn more »

Best of all, there is no cost or obligation for your firm to participate in the PAA consulting process, which concludes with a written plan of action proposal.

Contact us for a free, no obligation Firm Assessment today!