Choosing the right consulting partner can be a game-changer for accounting firms looking to optimize their practice management, enhance efficiency, and expand their service offerings. Whether your firm is scaling its CAS practice, seeking a secure cloud-based infrastructure, or leveraging a global network of resources, third-party consultants provide invaluable expertise and support.
This article highlights three industry-leading consulting organizations—Woodard, Rightworks, and BDO Alliance—each offering tailored solutions to help accounting firms streamline operations, implement best practices, and drive sustainable growth.
By partnering with the right consultant, firms can unlock new levels of efficiency, security, and profitability.
Woodard
Woodard’s practice management experts provide coaching and consulting to CPA firms, tax professionals, and bookkeeping practices to adopt Woodard’s Ideal Practice Model™ that equips you to streamline your operations, standardize processes, optimize pricing, and drive sustainable growth. Several of Woodard’s ideals like Ideal Services, Ideal Processes and Ideal Engagements complement Canopy’s practice management features.
Contact:
Click here to learn more about Woodard’s Ideal Practice Model or reach out to the Woodard team at [email protected].
Firms best suited to work with Woodard:
Firms that have an established CAS practice or are building one now. Woodard has an established process for helping grow processes and profitability for CAS.
Rightworks
Rightworks empowers accounting firms and businesses to significantly simplify operations and expand their value to clients via their award-winning, secure intelligent cloud and learning resources. Rightworks OneSpace, the only cloud platform purpose-built for the accounting and tax profession, is customizable and enables firms to develop their own unique tech stacks. Whether clients use QuickBooks Desktop, QuickBooks Online, Xero or other accounting software, OneSpace creates a frictionless experience via a single pane of glass. Rightworks Academy is the accounting profession’s premier community for firm optimization, growth and professional development—offering access to thought leadership, events, peer communities and extensive learning resources. http://www.rightworks.com/
Contact:
Want to speak with someone right away? Call 866.931.5402
Firms best suited to work with Rightworks:
Accounting and tax firms using cloud-based and desktop-based applications including Thomson Reuters® CS Professional Suite, CCH Axcess™ Suite, CCH ProSystem fx® , Lacerte, ProSeries, ProConnect, Drake and accounting GLs including QBD, QBO,QBOAV and IES that need
increased security, efficiency and productivity as they grow and scale their firm or manage their day-to-day accounting and tax tasks.
Rightworks OneSpace empowers firms from bookkeepers to tax to multiservice CAS firms.
BDO Alliance
BDO Alliance USA is among the industry’s largest associations of accounting and professional services firms. In an ever-expanding business landscape, BDO presents an opportunity for firms, by accessing the resources of BDO USA, the global BDO network, and other Alliance members, to expand services to clients without jeopardizing their existing relationships or autonomy.
Member firms are successful local or regional practices, usually with under 100 employees, typically with certain areas of focus. Alliance firms have access to BDO’s full complement of resources, including more than 92,000 international accounting and consulting professionals.
Access to tax and assurance professionals around the world
Access to industry-specific resources
Collaborative go-to-market opportunities
CPE training programs and courses
Improved practice management
Customizable marketing, advertising, and presentation materials
Networking opportunities, including regional and national Alliance conferences
Beyond resources, BDO offers a strong commitment to the Alliance. Accordingly, we hold high standards for the caliber, integrity, and collaborative spirit of our member firms. BDO performs in-depth screening of all potential firms, including peer review reports and extensive background checks on all partners.
Contact:
Firms best suited to work with BDO Alliance:
Firms with under 100 employees with focused service areas