ACCOUNTING FIRM INFRASTRUCTURE & GROWTHENGAGEMENT PROPOSAL
THE NEXT STAGE OF YOUR FIRM

BUILT TO
OPERATE.
READY TO GROW.

An operating model. A capable team.
The technology to connect them.

PREPARED FOR LARS & HIS TEAMNonprofit-focused CPA firm
ENGAGEMENT / SYSTEM ARCHITECTURE
01PEOPLE
02PROCESS
03TECHNOLOGY
CONNECTED CLIENT DELIVERY
7 WORKSTREAMS / ONE OPERATING MODEL
PREPARED FOR LARS / CONFIDENTIAL · DISCUSSION PROPOSAL01 / 13