How it works
Shared resources. Owned by the firms that use them.
Member firms pool certain resources with CPA firms in other markets. Specialists, back office, and ventures that no single firm could justify on its own are built once, owned together, and put to work for every member firm.
- Advanced tax planning
- Cost segregation
- R&D credits
- IRS resolution
- Fractional CFO
- CFO search
- Business valuation
- Wealth management
What you plug into
Three shared engines. One investment, many firms.
Specialty advisory
Shared Services Group
A wholly owned, licensed CPA firm inside the Alliance, staffed to do billable work for member firms.
- Valuation, cost segregation, and R&D tax credit specialists
- A growing Fractional CFO offering
- CFO recruiting, to place the right finance leader with a client
Operations
Extended Back Office
The administration that eats partner time, consolidated across the Alliance at platform pricing.
- Full payroll support with consolidated benefits and technology pricing
- Finance: statements, AP, reconciliations, and AR receipts
- HR and IT services
- Recruiting help so member firms can hire their own accounting staff
New revenue
Joint Ventures
Ventures the Alliance has stood up for member firms' clients, where partners participate in the distributions as owners.
- Linked Wealth: advanced tax strategy, private wealth management, and family-office services
- A mortgage joint venture
- More on the way
Across the member firms
The best of each firm, open to every firm
Some capabilities sit inside one member firm rather than the Shared Services Group. Any firm in the Alliance can bring them to its own clients, so a strength built in one market becomes a shared resource for all of them.
- Audit and attest work
- Transaction advisory
- IRS and state audit resolution
- Payroll services through an Alliance payroll partnership
What changes for your firm
You run your firm. The Alliance runs the shared parts.
Stays with you
Your call
- You run the firm day to day and set its profits, promotions, and bonuses.
- Employees, production, local budgets, and cash flows stay under your control.
- You choose your tax and audit software, your hiring, and your compensation philosophy.
- You keep your profits, net of a modest management fee.
- Your own state licensing, professional insurance, and peer reviews.
Shared across the Alliance
Together
- HR, payroll, and selected platforms consolidate where it makes sense.
- Specialists from the Shared Services Group, when a client needs them.
- The management fee covers Alliance operations, the Extended Back Office, and other expenses the Board approves.
- A seat at the table with the partners of every member firm.
- Equity in the ventures member firms build together.
Ownership and governance
Owned by member firms. Governed by their partners.
No outside investors and no fund. The firms that use the Alliance are the firms that own it.
Utah-domiciled LLC
Linked Accounting Alliance is owned by its member firms.
Board of Governors
One partner from each member firm. The Board oversees the executive team that runs the Alliance.
General Partners
The partners who founded the Alliance's first member firm, which has operated since 2012 and consistently outgrown the average firm of its size.
Isolated risk
Each member firm is a wholly owned entity with isolated risk, and exit mechanisms are built in.
How a firm joins
From first call to member firm.
- 1
Introduction call
A 30-minute conversation with the Alliance team about your firm and your goals.
- 2
Discovery conversations
Both sides get to know each other: your firm, the Alliance, and the fit.
- 3
Due diligence and contracting
The detailed review and the agreements, worked through together.
- 4
Member firm
Your firm plugs into the shared engines and your partner takes a seat on the Board.