The "CPA team-based model" is a modern business strategy adopted by accounting and advisory firms to move away from traditional, siloed structures where a single partner manages a client relationship. Instead, this model assembles a dedicated team around each client, often including specialists in tax, audit, wealth management, and specific industry consulting. The primary mission is to provide more holistic, proactive, and value-added services, improve operational efficiency, and enhance career development and retention for employees by providing broader exposure and collaborative work environments. This approach is a response to increasing client complexity and the need for a wider range of expertise than one individual can possess.

Founded in

United States