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Transforming Accounting Firms

Accelerating Your Firm's Innovation & Excellence

 

We help bring innovation and best practices into your CPA firm or bookkeeping firm. By guiding you through the transformation of your client service approach and modernizing of the administration of your firm, we help elevate your firm's overall performance--which results in increased client retention and firm profitability.

 

Our innovation and change management methodologies help you:

  • Visualize the future state of your firm,

  • Develop a strategy for achieving that future state,

  • Drive adoption of leading technologies,

  • Guide development of your staff's technical and non-technical competencies, and

  • Ensure that your firm's business model is sustainable and profitable in both the short-term and long-term.

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Many firms struggle to introduce change and drive accountability for change on their own. That is why we are here to help.

Why Partner With ITK?

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We are specialists that help build other successful firms.

  • We believe that “the rising tide lifts all boats”. We firmly believe that accountants are they key to improving the world. By helping elevate your firm, we are helping you to elevate your clients. By elevating your clients, you help them elevate their employees and their customers. In this way, our circle of impact is vastly increased through our partnering with you.

  • We are a recognized national leader in our niche. Our methodologies, templates, and knowledge has been shared nationally and internationally through conferences, webinars, seminars, articles, and even books--most of which is hosted or published by other people. 

  • We teach other firms how to do what we do. As "true consultants" our objective is continually be helping you to move forward and innovate, not to lock you into long-term operations and maintenance contracts. So incorporated into every engagement we do is knowledge transfer and teaching so that you can sustain the changes we've helped you enact on your own. And if you're ambitious and willing, we'll even teach you to do that we do for your own clients so that you can help elevate their organizations too.

  • We gather lessons learned from across the nation and across industries. Our expertise is not in a particular vertical or technical discipline, but rather in the gathering of knowledge and its transformation into know-how: templates, teachings, standardization, and generalization. This know-how is incorporated into our methodologies and templates, and shared via our courses, articles, and conference presentations.

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Engaging an IT consulting firm is not the same.

  • IT consulting firms are focused on the technology and the implementation of technical controls.

  • IT consulting firms do not have the expertise in risk management, process improvement, internal controls, and business intelligence for decision support that we do.

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Acquiring us is not the same as partnering.

  • Our strength is our national leadership and the broad perspective we have from working in multiple markets with different firms.

  • A good portion of our revenue comes from work referred by other firms—referrals we would lose if we were acquired by another firm. Our independence is key not only to business model but our ability to have a broad view of the profession.

How Can ITK Help Your Firm?

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Audit Excellence & Innovation: 

  • IT Risk Assessments and IT General Controls

  • Value-Added IT Comments and Recommendations

  • Leveraging of CAATTs and data analytics

  • Incorporation of benchmarking to audit services

  • Staff IT training and competency development

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Tax Modernization & Innovation:

  • Implementation of client collaboration and workflow solutions

  • Tax automation and outsourcing initiatives

  • Incorporation of benchmarking to tax services

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Bookkeeping Modernization & Innovation: 

  • Help clients through GL implementation/migration

  • Help clients through app selection and integration

  • Staff training on apps and workflows

  • Staff training on client advisory services

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Practice Modernization & Strategy: 

  • Optimization of firm back office workflow and integrations

  • Insights into firm performance and improvement opportunities

  • Outsourced learning management system and leading staff management practices

  • Align your IT with your firm’s business strategy

The ITK Difference

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We are not just interested in selling you technology/training.

  • We are committed to the development of your firm; increasing your practice's excellence and staff competency to unlock your firm's potential and improve its overall performance.

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We are not just an accounting consultant.

  • We are a business partner and advisor that will be with you as your firm grows and thrives.

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We are not just any firm.

  • We are a recognized thought leader for innovation and technology in the accounting profession, with name recognition and Google-ability that can not just be purchased or acquired in a short period of time.

 

We are the firm of the future.

  • And we can help you become a firm of the future too!

Ready to start your transformation?
Share with us your vision for your firm and the challenges you see in realizing that vision. Let us help develop your roadmap to success and guide you along the path to success. 
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