Consulting & Professional Organizations
- Professional Accounting Associations
- Sales and Marketing Consulting Services
- Strategic Consulting for Accounting Firms
- Technology and IT Consulting
Please note that the partner links below are not part of the CS Professional Suite website and will open in a new browser window.
The Professional 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.
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.)
NCI is 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.
Boomer Consulting, 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 efficient.
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.
Xcentric, an 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 Workpapers 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.