United States

Firm Foundation

Leverage the infrastructure of the fifth largest CPA firm in the US

Firm Foundation helps leaders of independently owned small- and mid-size CPA firms address their business challenges.

Leaders can leverage a proven, comprehensive suite of resources and best practices for serving their clients and developing their people - and practice management assistance and insights in running the business of being a CPA firm. Membership in Firm Foundation offers:

Practice management

While we can't build more hours into the day, we can provide a broad range of time-saving practice management resources targeted to your needs, along with proactive, dedicated support.

Firm Foundation provides you access to proven assessment tools designed to easily identify strengths, weaknesses and gaps. During the orientation process, we will prioritize your goals and determine where to start. You will receive our tools, methods and guidance through a comprehensive, streamlined implementation approach to help you initiate services and apply best practices.

Each Firm Foundation member has a dedicated client server, to serve as an extension of the managing partner role. Your client server will provide assistance in partner coaching and advising, strategy development, functional improvement and other issues relevant to your firm – including proactive accountability to keep you moving in the right direction.

Continuing education and human resources

Firm Foundation provides focused assistance across a broad range of human resources concerns and employee development needs, helping members attract and retain high-performing team members.

A wide variety of continuing education programs for technical tax and audit topics, soft-skill development opportunities – including training road maps – are available for your employees from entry level through partner level. Leadership development programs assist you in being poised for the succession of your firm. We can help you develop a learning culture that meets the specific needs of your firm.

Our human resource professionals can guide you with recruiting, interviewing, conducting employee focus groups, creating a flexible work environment or developing and reviewing HR policies.

You also have access to a proprietary, integrated performance management system, specifically designed for the accounting industry and focused on aligning individual team member's goals and performance with your firm's goals.

Knowledge sharing

Firm Foundation offers unique opportunities for our member firms to connect with each other throughout the year. Our community includes firms like yours who share similar challenges, issues, achievements and goals. We coordinate peer group networking with firms coast to coast to leverage ideas and experiences, share best practices and industry knowledge.

Our thought leadership will help you stay up to date on developments in the industry and timely topics affecting your clients and your business as a CPA firm.

Functional expertise and technical assistance

Access to the right tools, guidance and support for your firm's functional expertise is critical to achieving optimal value for your clients and your firm. Firm Foundation is proud to offer a unique set of tools designed to increase revenue, improve client satisfaction and leverage efficiencies within your practice.

As a member of Firm Foundation, you will have access to our extensive network of experienced, technical professionals. By reaching out to your client server or the Member Desk, we will help locate and connect you with the appropriate subject matter professionals for your needs, saving you time and resources.  

The MAPS is the methodology designed by CPAs for CPAs, and is tailored to a number of different industries. MAPS includes workpaper templates, guidance manuals and toolkits.

Tax Tools enable firms like yours to implement value-added tax planning ideas, improve accuracy and take advantage of best practices and standardization recommendations.

Business development and marketing

You want to grow your firm, increase fees and attract profitable clients, but your time and budget are limited. We understand the issues you face and have a variety of resources to help you. As a member of Firm Foundation, you will have access to various tools and processes focusing on the things that are critical to achieving a successful business development strategy. Resources include easy-to-implement tools and templates so you can apply what you've learned and create a growth culture in your firm from the top down. 

How can we help you?

To discuss how our team can help your business, contact us by phone 800.537.7178 or

Firm Foundation

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