We’re a member-led alliance built for accounting firms that want to grow stronger, expand services, and plan for the future — while retaining independence and control.
Growth is bottlenecked by talent. Accounting graduations are down 9% in the last decade and retirements have never been higher.
New revenue streams like Wealth Management or Fractional CFO require costly infrastructure that smaller firms can’t build alone.
Technology and AI demand investment — but small firms lack the capital and scale of larger competitors.
Traditional exits undervalue equity and create strain for the next generation of partners.
Access a shared services group, offshoring solutions, and talent development programs.
Offer your clients wealth management, mortgage, fractional CFO, business brokerage, IT, legal, and more — without building or funding them alone.
Shared investment in technology, AI tools, and cybersecurity ensures you stay competitive without carrying the cost alone.
By combining into a larger enterprise, the alliance becomes a more attractive investment. This leads to higher valuation multiples at exit. This can mean significantly more value when the time comes – all while retaining control during the journey.
Yes. You continue to run your firm day-to-day, keeping your brand, staff, and clients. You continue to control your profits, promotions, and bonuses.
Yes. Firms retain their profits, minus a modest management fee which covers alliance operations, staff, the Extended Back office, and other expenses the Board approves.
There are some advantages to consolidating across the alliance. While some platforms like HR and Payroll will see consolidation, many systems like firm production software doesn’t need to change.
Linked Accounting Alliance is a Utah domiciled LLC. The Alliance is governed by a Board of Governors consisting of a partner from each Alliance member firm. The Board Chair oversees a team of executives and supporting leaders. The executives and leaders of the Alliance are responsible for executing on the Alliance's mission with regular accountability to the Board Chair. Member firms continue to operate independently with heavy administrative support from the Alliance.
The Alliance will help you improve efficiency and EBITDA through the utilization of the extended back office and establishing new revenue channels that average higher margins. The national Rosenburg study of CPA firms indicates partners of CPA firms under $5 million in revenue accumulate ~1,055 billable hours. The balance of partner time is allocated to the administration of their firms. With a proven leadership team in place for the Alliance, the executives will introduce technological solutions, including AI and large-scale offshoring solutions to decrease production hours. The Alliance will aggregate IT, human resources, finance, banking, payable, payroll and receivable functions into the extended back office to free up your time to bill more hours.
Most firms under $10 million in annual revenues are concentrated in offering tax, audit and bookkeeping services. The Alliance has joined two Joint Ventures to allow us to offer wealth and mortgage services to our clients. The Alliance has hired experts to offer in-house valuation, cost segregations, R&D tax credits, and Fractional CFO services. The Alliance is building a data sourced and software supported solution to provide meaningful client insights to guide the identification of future revenue opportunities.
Firm valuations are much greater when the firm is over $75-100+ million in revenue. Independent firms that sell to a 3rd party are selling for a fraction of their potential value when compared to the valuation capacity of smaller firms banding together into an Alliance. Your value, when becoming part of a larger organization, is greatly enhanced.
The founders of the Alliance, collectively the partners of Linked Accounting, are the General Partners of the Alliance. Linked Accounting was founded in 2012. Linked Accounting has been able to consistently achieve growth rates that far exceed the average growth of similar-sized firms, and are excited to become a part of something bigger and stronger as we work together to share best practices, grow revenue faster than average firms do and improve our EBITDA and valuations.
Member firms will maintain full control over their employees, their production, and budgets and cash flows of your local firms. Because you still maintain control of your local firm, you will choose which tax and audit software you will use. You will choose when to hire additional employees and who to hire. You will maintain full control over compensation and bonuses of your team. Your team will report to you.
The Shared Services Group is a wholly owned licensed CPA firm of the Alliance. The SSG will maintain leadership and production team members available to provide billable services for your clients. The SSG will include a National Tax Director to help you prepare or review the most complicated returns, a former IRS agent that will take direct responsibility over IRS and state tax letters and audit resolutions and specialists in the areas of business valuation, cost segregation studies and R&D tax credits. The Alliance is also building a robust fractional CFO offering that can be provided by competent specialists.
The Extended Back Office will provide you full payroll support services that takes advantage of deeply discounted employee benefits and technology. The Extended Back Office also provides full finance outsourcing, including financial statement preparation for the Alliance and member firms, AP, reconciliations and AR receipts. Robust human resources and IT services are also included in the Extended Back Office.
Each member firm will be a wholly owned entity of the Alliance resulting in isolated risks. Each member firm will handle their own firm licenses in various states, obtain their own insurance and perform their own peer reviews.
Mostly, we look for successful, growing firms with leaders that are forward thinking.
Schedule a confidential, no-obligation call to learn how your firm can benefit.
