A deep understanding of the accounting profession. A network of learning, marketing and technical resources.
Accounting firms and businesses whose products help CPAs achieve success.
Capture, create and distribute knowledge across the organization. Develop and implement strategies to monetize that knowledge.
Providing value through a unique blend of creativity, learning, and technical auditing expertise.
Outsourced Chief Learning Officer.
CPA firms that want to transform their training function into a strategic asset engage us as their outsourced Chief Learning Officer. As your CLO, we provide long-term value by aligning business strategies with organizational learning and development capabilities.
Download Strategic Learning Strategies Brochure
Learning Content Development.
We help CPA firms that want to expand or improve the effectiveness of their in-house training programs. We provide short-term, tangible benefit by working with firms to transform in-firm training lectures into active learning experiences.
Download Tactical Learning Strategies Brochure
Michael Ramos was the primary author of the authoritative AICPA Audit Guide on performing a risk-based audit. He is also the author of a best selling book on Sarbanes-Oxley Section 404. He uses this in-depth understanding of the core principles of auditing to help firms create and implement firm policies and methodologies that improve quality and drive efficiencies across their assurance practice.
Leveraging deep knowledge of the accounting profession to accelerate time to market with products that meet customer needs.
Business that provide products and services to the accounting profession need to create offerings that meet the needs of accounting firms and provide them with tangible economic benefit. We bring our knowledge of the accounting profession to businesses seeking to create compelling value propositions for CPAs.
To be successful, businesses that serve the accounting profession must have an in-depth understanding of the landscape of the profession and an ability to create messages that resonate. We use our knowledge of the profession to help marketing teams reach their company’s target markets with messages that work. We may access our network to create channel partners to accelerate market adoption.