Services
How We Work Together
Tax Career Advisor offers customized services for individual professionals and CPA firms. Every engagement is tailored to your specific needs.
Career Coaching for Professionals
Tax Career Advisor provides career consulting and counseling services for accounting and tax professionals. Our mission is to help professionals evaluate and understand their career path and develop the essential skills towards successful upward progression.
Each coaching program is tailored to your specific needs with dedicated one-to-one sessions designed to meet your career goals.
Services Include
- Evaluating your career objectives and goals
- Evaluating potential job opportunities
- Interview preparation
- Resume review
- Evaluating education choices
- Evaluating tax specializations
- Advice for working with recruiters
- Help with the Six Essential Skills
Career Coaching for Employers
For employers, Tax Career Advisor provides customized training programs, management assistance with staffing issues, and individualized mentoring designed to develop employees into successful managers, partners, and executives.
Training & Mentoring
- Manager leadership skills
- Developing in-house mentoring programs
- Individual employee and partner mentoring or counseling
- Preparing managers for partnership or executive positions
- Marketing skills for managers and staff
- Written and oral communication skills for success
- Tax research skills for success
Management Assistance
- Integrate after a merger
- Organize and structure department staffing needs
- Work with management and HR to prepare or revamp employee evaluation methods and tools
- Review resumes and work with management to select candidates for open positions
- Write job descriptions for existing and open positions
- Interface with recruiters
CPA Firm Services
Comprehensive Firm Consulting
From compliance-to-advisory transformation to succession planning, we help CPA firms at every stage of growth.
Compliance to Advisory Transformation
Transform your compliance-centric practice to an advisory-centric practice with our proprietary "Advisory Transformation Course 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 valuation, 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.
Take the Next Step
Book Your Career Strategy Audit
A confidential, one-on-one session to evaluate your current position, identify your highest-value opportunities, and build a concrete action plan for the career you deserve.