For CPA and accounting firms
Add a strategic advisory practice without hiring a team.
Clients increasingly expect forecasting and financial guidance, while automation shrinks the margin on traditional compliance work. Acamar delivers advisory services to your clients under your brand, on a subscription that fits your firm.
Advisory is where firms grow.
Automation is reshaping audit and compliance, so traditional services earn less each year. Firms that add strategic advisory keep clients longer, win new ones and open revenue beyond compliance work. In the 2024 CPA.com and AICPA benchmark survey of 206 firms, the median firm projected its client advisory revenue to grow 99% over three years.
Source: Journal of Accountancy, reporting the 2024 CPA.com and AICPA PCPS CAS benchmark survey.
The move into advisory takes five capabilities:
- Proficiency in financial forecasting and analytical techniques
- A working grasp of managerial finance
- The ability to turn data into actionable insight
- Robust data and technical skills
- Access to enabling technologies
What we do for your firm.
Build a scalable advisory offering
We identify high-value advisory opportunities inside your existing client relationships, design repeatable processes, and train your team to move from transaction-focused work to strategic guidance.
Put the right technology behind it
Advisory depends on data. For firms and clients that lack the tools, we help select, set up and connect the planning, analytics and reporting technology that advisory work needs.
Use the talent you already have
We help you find the people on your team who can deliver advisory, and free their time by automating manual audit and compliance tasks.
Strengthen client relationships
Industry-specific advisory solutions and data-driven reporting position your firm as a long-term strategic partner to each client.
Grow revenue from advisory
We help you structure pricing, market the new services to current and prospective clients, and plan engagements that last.
Day to day, the subscription covers:
- Coordination with your account manager to target each client's needs
- Financial model development
- Forecasting and analysis
- Process and technology assessments
- Data analytics, reporting and dashboarding
Your brand. Our team. A predictable cost.
Our white-label services expand what you can offer without added overhead. You set the prices your clients pay, and your cost is a fixed monthly or annual fee.
| Factor | Acamar subscription | Hiring in-house |
|---|---|---|
| Cost structure | Predictable monthly or annual fees with no employee benefits or overhead | Salaries, benefits, training, office space and technology |
| Flexibility | Scale services up or down as client demand changes | Staffing levels cap how quickly you can respond |
| Expertise | Specialized professionals with no long-term hiring commitment | Requires hiring and ongoing professional development |
| Technology | Up-to-date tools used in every engagement | Separate investment in software, training and implementation |
| Risk | No HR or turnover exposure | Staff retention, performance variability and compliance responsibilities |
Packages
Packages start at $2,500.
Four subscription levels run from a starter engagement to a dedicated advisory bench, so you can start small and scale as client demand grows. Technology purchases and implementations are priced separately.
Request the package sheet and we will email it to you. Prefer to talk it through first?
What a first conversation covers.
- How strategic advisory is defined and used in your firm today
- Whether you want to build a practice, strengthen one, or work with a specialist partner
- Which advisory topics your clients value most, such as tax strategy, forecasting or cost management
- The internal obstacles that limit advisory delivery
- Where an outside partner adds the most value
Who you will work with
Andrew Winter, CEO and Founding Partner, brings more than 20 years in finance, financial system implementations and project management, including work with Fortune 100 companies.
Jeremy Jones, Partner, is an accounting leader with more than 20 years of executive experience in strategic planning, financial management and process optimization.
Meet the teamSee how it would work for your firm.
Bring your managing partner and your advisory lead. We will map where advisory fits your client base.