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Doing it all yourself isn’t a smart way to run your CPA firm.

empowering your business to work for you – that’s something else!

AFFORDABLY | SEAMLESSLY | RELIABLY

Our Guaranteed “AHA” Moment Can Change Everything!

Calling CPA Firm Owners and Partners

cutting-edge, roi-centric methodologies area as crucial to your business as they are to your clients.

CPA in a meeting

We’ve researched and experienced your unique situation from every angle. You could be earning at least 50% more. The big-earning advisory projects to make that happen are at your fingertips – so close, yet it seems so far. Time and staffing pressures are in the way, and a whole lot of other things as well. It’s just that you’re so into doing everything yourself that you can’t break away to think it out. Our accumulated forty-two years of CPA and Leadership experience tells us that you know there’s a much better way to get things done.

CPA in a meeting

Here’s a good place to start!

are any of the glaring category gaps & frustrations below restricting your ability to do more projects for your clients?

CASH FLOW AND BUDGET DISRUPTIONS

  • Intermittent bank alerts.

STAFFING DISLOCATION

  • A company vision that’s blurred at best.
  • Creditor pressures.
  • Employee onboarding is hit-or-miss.
  • Waiting for the next shoe to drop.
  • Personnel churn is eroding our bottom-line.
  • Budgets are as relevant as yesterday’s news.
  • Too much overtime, not enough leisure time.
  • They’re not helping me predict.
  • Measure staff competence levels? Impossible!
  • KPIs – What’s that?
  • That’s why I don’t delegate.
  • I don’t trust my numbers when I need them the most.
  • Resulting in severe operational inefficiency.

SALES DISABLEMENT (VS. ENABLEMENT)

  • We’re losing too many loyal customers.

PROCESS & PROJECT DISARRAY

  • Our processes are mostly in our heads.
  • And not replacing them with enough new ones.
  • There’s no formal integration.
  • Customer retention policies are non-existent.
  • Paperwork is overwhelming.
  • Reworks and product returns are going up.
  • Digital transformation is a nightmare.
  • 1st-time happy clients are a rare event.
  • My time’s absorbed by the 80% of clients accounting for 20% of our business.
  • Our brand image is confusing.

Here’s a good place to start!

are any of the glaring category gaps & frustrations below restricting your ability to do more projects for your clients?

CASH FLOW AND BUDGET DISRUPTIONS

  • Intermittent bank alerts.
  • Creditor pressures.
  • Waiting for the next shoe to drop.
  • Budgets are as relevant as yesterday’s news.
  • They’re not helping me predict.
  • KPIs – What’s that?
  • I don’t trust my numbers when I need them the most.

STAFFING DISLOCATION

  • A company vision that’s blurred at best.
  • Employee onboarding is hit-or-miss.
  • Personnel churn is eroding our bottom-line.
  • Too much overtime, not enough leisure time.
  • Measure staff competence levels? Impossible!
  • That’s why I don’t delegate.
  • Resulting in severe operational inefficiency.

SALES DISABLEMENT (VERSUS ENABLEMENT)

  • We’re losing too many loyal customers.
  • And not replacing them with enough new ones.
  • Customer retention policies are non-existent.
  • Reworks and product returns are going up.
  • 1st-time happy clients are a rare event.
  • Our brand image is confusing.

PROCESS & PROJECT DISARRAY

  • Our processes are mostly in our heads.
  • There’s no formal integration.
  • Paperwork is overwhelming.
  • Digital transformation is a nightmare.
  • My time’s absorbed by the 80% of clients accounting for 20% of our business.

If so – Don’t waste another second sweating the situation!

we can show you astounding upliftment in cpa firm revenue and profits from erasing your most pressing pain points.

IT’S AS EASY AS COUNTING 1 – 2 – 3.

1. A ONE TO TWO-HOUR FREE CONSULTATION

CPA typing on laptop

During this time, we’ll:

a. Pinpoint your priority pain points from the key areas above.

b. Present you at the end with a convincing and compelling benefit takeaway versus our fee structure if you decide to go further.

c. Demonstrate how our proven formula erases problems, converting them into:

  • Accurate budgeting
  • Digital transformation that works
  • Better staff delegation
  • An improved bottom- and top-line performance
  • Undeniably better work harmony
CPA typing on laptop
CPA working on iPad

2. OUR SULIT CONSULTING DISCOVERY INITIATIVE

CPA working on iPad

Based on (1) above, we streamline processes by mapping out what’s in employee’s minds. Primary functions and projects shape up under our watchful eye to quickly impact costs, ROI, and revenues in the desired direction. We have a shortcut CPA firm methodology that creates a cause-and-effect overview, analyzing the priority changes needed in your:

  • Systems
  • Digitization
  • Delegation & Responsibilities
  • Key projects to relaunch the ship

3. GET-DOWN-TO-BUSINESS IN A CPA PRACTICE PHASE

CPA typing on laptop

Before proceeding, we’ll give you a detailed quote showing that the monetary rewards emerging will far exceed our fees.

Using our overview report in (2) above, we move in to deliver results beyond your expectations. The most groundbreaking shifts arise once we:

a. Change core attitudes to create a new corporate culture.

  • Where staff are eager to accept more responsibility
  • Not afraid to take it on
  • Responding to incentives that optimally balance the workload

b. Insert new technologies into your Business Process Management System.

  • To automate outdated manual processes
  • Saving massive time by kicking reworks to the curb
  • Retrieving costs by erasing waste
  • Removing hand-offs from your operational thinking
  • Filling any glaring staff gaps
CPA typing on laptop

of course, there’s a lot more to it, and many activities in between. the points above provide a partial look at what you can expect from our efforts.

Why Us

Swirly Background

GLENN HARPER

CPA & OWNER OF HARPER & CO

Julie Smith

JULIE SMITH

LEADERSHIP EXPERT

When a CPA forward-thinking owner works with a leadership specialist you get groundbreaking results. Together we revolutionized Harper & Co’s systems beyond all expectations – tripling all the KPIs that count. We can do the same for you.

“We will teach you how to leverage the best technology available in order to meet both your client and employee demands”
– Julie

Our ROI-centric solutions mainly resonate with CPA owners and partners – everywhere in the US. We help CPA firms – both young and seasoned operators – striving for scalability. Best CPA and Project industry practices are at the forefront of all our recommendations to streamline your processes, leaving no stone unturned. We understand that every assignment is somewhat intense at times, so our personal connection and partnership touch never leave the stage.

“Our approach is dynamic! Our approach is results-oriented! We will implement a new way of thinking in regard to change and culture. This change allows you, the Owner, to empower employees and focus on growing and running the business.”
– Glenn

Engaging with your clients is frustrating because you want to do more. You may be experiencing many pain points, but, indeed, the causes are few and common. We’ll zone in on them decisively and fast. We’re all about process diagnosis to speed up the workflow and staff engagement. Every touchpoint is a candidate for scrutiny, and the approach is to cut out the wasteful ones and promote those that work. Our process mapping system is second to none, and the bottom-line improvement confirms it in no time.

One thing 2020 economic upheavals taught us is that flexibility and adaptability to change separates the leaders from the also-rans. KPIs that are probably not in your framework right now never lie. We’ll insert them as an accurate and consistent gauge of your business health. Partner with us for a new experience in strategic planning. It includes tracking, monitoring, and measuring the project performances that will drive your firm’s new successes.

“Our passion is to watch others succeed. Passion is the fuel that has inspired us to share and create.”
– Julie

Please take advantage of our no-obligation free consultation as the door to joining our family. Contact either of us today (see below) – there’s nothing to lose except the opportunity to make your accounting practice presence felt in all your targeted markets.

We look forward to meeting you.

What our clients say about us

“One of the best turnaround consulting teams for a CPA practice I’ve ever worked with. Julie and Glenn were professional, organized, and instinctive. My top and bottom line both moved dramatically in the right direction. What a difference.”

M.Z, (Ohio)

“I was skeptical initially because my CPA firm is young and money was tight. I couldn’t afford to waste it with inconclusive results. Also, my resources were out of kilter with the clients signing up for different services. Everything was in the air. Julie discovered all the things working against me and elevated those promoting my growth. In no time at all. She was worth her weight in gold.”

P Kymer, (Miami – Florida)

“Julie and Glenn extracted all the relevant information in only ninety minutes of the first consultation. By the end, it was more than clear to me that they grasped the primary issues obstructing my ability to maximise my time and fees per project. Strategic advisory services were not in my arena – now they are. The next phases were like clockwork, delivering solutions that jumped my ROI. This duo understands an accounting firm owner’s issues from end-to-end.”

Ronald W, (NYC)

“Glenn has tremendous insight and vision as to what direction to keep us focused on. He has given us sound advice and has earned our trust. I would recommend Glenn to anyone who wants to be successful in the CPA business field.”

Barry H

The Sulit Consulting Resource Pool geared to meet all CPA strategy needs!

we can show you astounding upliftment in cpa firm revenue and profits from erasing your most pressing pain points.

IT’S AS EASY AS COUNTING 1 – 2 – 3.

ORGANIZATIONAL STRUCTURING

organizational structuring

REVIEWING BUSINESS PROTOCOLS

reviewing business protocols

DECISION-MAKING ANALYSIS

decision-making analysis

DECISION-MODELS MATCH-UP

decision-models match-up

END-TO-END DOCUMENT OVERVIEW

end-to-end document overview

YARDSTICK, STANDARDS & PROBLEM ANALYSIS

yardstick, standards & problem analysis

DEFINING STAFFING RESPONSIBILITIES

defining staffing responsibilities

CASH FLOW CONTROLS & KPIS

cash flow controls & kpis

PROCESS MAPPING & FUNCTION ANALYSIS

process mapping & function analysis

DIGITIZATION EVALUATION

digitization evaluation

Now’s the time for you to get the Sulit Consulting team working for your CPA entity.

ENTERPRISE-GRADE SOLUTIONS FOR A FRACTION OF THE COST

TECHNOLOGY AT ITS BEST | CHANGING WITH A COMPETITIVE EDGE

Get in Touch