Thomson Reuters is pleased to recommend the following consulting companies and
organizations. The vendors on this page provide expertise in a variety of
Please note that the partner links below are not part of the CS
Professional Suite website and will open in a new
Professional Accounting Associations
Association of Small Business Accountants (PASBA) represents certified
public accountants, public accountants, and enrolled agents, who provide
accounting services to small businesses throughout the United States. With
goals to teach, share, and learn, PASBA is dedicated to helping its members
grow their practices, while maintaining high standards of client service and satisfaction.
PASBA members have built a unique nationwide network of knowledgeable,
experienced accountants who specialize in small business clients. Using the
collective resources of this network, members are able to offer their
clients a level of service and expertise that individual practices are
unable to rival. Some of these resources include national and regional
meetings, downloadable accounting practice forms, the Blueprint for Success
Series manuals, a Practice Evaluation service, an On-Line Business Forum, a
Mentor Program, and much more.
The partnership between PASBA and Thomson Reuters is long-standing—Thomson Reuters staff regularly attends PASBA conferences, and they have worked with PASBA members (many of whom are CS Professional Suite users) for years.
Sales and Marketing Consulting Services
Build Your Firm
Build Your Firm is a practice development and marketing services company focused exclusively on serving small tax and accounting firms, with the objective of enabling accountants to generate higher profit margins and realize higher hourly fees for their tax preparation and related services, while maintaining a balanced lifestyle. Build Your Firm offers a series of programs in a variety of formats including Accounting Marketing and Practice Management programs as well as specific marketing services like the Quarter Million Dollar Program, which provides the structure, training and support for acquiring at least $250,000+ in new tax preparation business in a controlled manner over three years, and Website Development which applies leverage to members' services to generate leads from prospective clients and help them capture new business from the Internet.
Build Your Firm works with small tax and accounting firms that want to acquire annuity-based small business clients, use technology to operate more efficiently, and operate their businesses based on the amount of work produced rather than the number of hours the practitioners work. Thomson Reuters has collaborated with Build Your Firm to design specific software bundles to support Build Your Firm clients.
NCI (New Clients, Inc.)
dedicated to providing the finest, most effective marketing and practice
sales programs available to professional accountants. The organization's
ultimate goal is to help their clients become more successful in both
personal development and practice development.
NCI can help firm partners grow and prosper with a variety of programs
and information on accounting practice management and client acquisition.
Thomson Reuters collaborates with NCI to help their clients with back
office processes and procedures while also helping build billings through
practice marketing consulting services and webinars using the most
profitable, modern, and effective techniques available. The partnership
between NCI and Thomson Reuters allows for continued growth and client
process/retention, while also dramatically increasing revenues by engaging
in the NCI marketing practice development plan.
Strategic Consulting for Accounting Firms
Inc. is a premier provider of consulting services and intellectual
capital to leading firms in the accounting industry. Its areas of
expertise include four areas critical to a firm's success: technology,
practice management, training and learning, as well as human capital. Its
portfolio of services in these areas can help firms minimize problems,
take advantage of opportunities, and optimize strengths.
Boomer Consulting, Inc. provides consulting services to hundreds of the
highest performing CPA firms ranging in size from sole proprietors to
those among the Top 10. As a result of its experience, Boomer Consulting,
Inc. regularly identifies the most persistent problems facing the
accounting industry and devises solutions to keep firms profitable and
L. Gary Boomer, CEO and well-known accounting professional and
consultant, is the founder and leader of Boomer Technology Circles, exclusive groups of leading
firms that serve as a forum to discuss management and IT. Each Circle
joins together three times per year to examine current issues facing the
industry, share best practices, and assist one another in planning
strategies for the future.
Boomer Consulting, Inc. also hosts The Emerging
Firms Circle. This program brings together firms with $1-$3 million
in revenue that use Thomson Reuters software and services, and are
committed to growing their practices by maximizing the return on investments
in people, planning, processes and technology. This program offers the
ability to attend the Boomer Technology Circles Summit with
access to general sessions and special events, participate in webinars
throughout the year, see exclusive breakout sessions with Thomson Reuters,
and access the accounting industry's most thorough collection of documented
solutions and guidance for management and technology.
RootWorks was formed to provide small firms with a single source for their consulting, education, and communications needs. Their Education division experts have years of experience applying the latest technologies, accounting software, and best practices to help firms achieve life/work balance and accelerate profitability, while the Communications division is led by branding and marketing executives with years of experience serving the accounting profession.
The Works offers a complete firm makeover led by experts from both divisions, who collaborate with firms to help implement a sound technology strategy and create a consistent and powerful brand image through the development of a logo, website, marketing collateral, and other communications.
All the expertise small firms need to define their business strategy and develop branding and marketing initiatives is available under one roof from RootWorks, which provides the tools that enable firms to deliver their services effectively and move to Next
Generation Accounting Firm™ status.
M. Darren Root, CPA.CITP, nationally recognized speaker, technology
visionary, and practicing accountant, is the founder of RootWorks LLC and
leads the firm's
Annual Leadership Community™, which are groups of forward-thinking firms that gather once a year to discuss current trends, technology, and best practices.
Technology and IT Consulting
IT consulting firm that
assists firms with networking, system configuration, hardware, and
environmental recommendations in implementing new software, specializes in assisting accounting firms. They have considerable experience with firms employing UltraTax CS and other CS
Professional Suite programs. Currently they focus primarily on users of
Engagement CS and Practice CS.
Using Xcentric in implementations helps firms ensure that sufficient
resources exist to exploit the power of their new CS Professional Suite
programs, build familiarity with products, plan the best hardware
environment, and define network permissions to gain the greatest security
and efficiency from the software.
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