Strategic Alliances

During the past 20 years we’ve learned our alliances with other CPAs and Accounting firms has enabled us to better serve our clients and create many long-term, mutually beneficial relationships with other accounting and finance professionals throughout Ohio. As we grow, we are constantly looking to create additional alliances with high-quality providers of CPA and tax support partners. Whether by forming a strategic alliance or by simple referral, M&A will fortify our client's service offerings, enabling them to grow their business more freely to better meet the needs of those they serve and more.

We can seamlessly supplement or, in the case of referral, complement each other's strengths and services. M&A partners with a variety of CPAs around Ohio to provide taxation services, GAAP financial statements, etc. to create comprehensive solutions for our clients.  In addition, we provide services for other CPAs and Accounting firms so they can also create comprehensive solutions for their clients.

Contact Us to discuss our potential partnership!


For accounting firms providing auditing services, referral to M&A provides the “independence solution” mandated by CPA standards. During an audit it may become evident by the incompleteness of records or the lack of clarity that your client has struggled to find quality accounting support. With a referral from you, our role is to provide supplemental quality help to your clients.

All other client needs that your firm has been servicing – taxes, payroll, audits, strategic planning, etc. – will remain in your purview. Our focus is on accounting and CFO/controllership for organizations that do not have an in-house financial executive. We enjoy growing our network of valued accounting firms and are eager to recommend and receive business opportunities.


An alliance offers opportunities to collaborate with accounting firms in search of business expansion without requiring them to increase their service capacity. With guidance and support from our team regarding client qualification, you’ll bring in the clients and we will serve as their complete accounting department. In addition to increasing your earnings, you’ll benefit from a fortified, cohesive, and harmonious team without committing to staff expansion in order to accommodate the new work (no recruiting, hiring, onboarding, teambuilding, training, or HR activities).

As our accounting firm alliance partner, you will have access to our processes and templates deployed for any engagements. These alliances can even be white-labeled so services are provided under your brand and company name.