QX Accounting Services is a market-leading offshore partner for CPAs and accounting firms delivering scalable audit, bookkeeping, tax, payroll, and automation support.
QX Accounting Services (QXAS), part of QX Global Group, supports 500+ accounting firms worldwide, including Top 100 and PE-backed firms. Backed by Long Ridge Equity Partners, QXAS drives smarter, tech-enabled operations through automation and tailored outsourcing. With 1,100+ accounting professionals and a global team of 3,000+ across India, the US, and the UK, QXAS delivers ISO-certified, GDPR- and SOC II-compliant services, and is a Great Place to Work accredited company.
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning in order to translate wealth into fulfillment.
F3 Partners is an investment firm focused on partnering with the best management teams in the lower middle market to be build exceptional businesses, creating shared value for all stakeholders. F3’s accounting platform is set to eclipse $100mm in revenue across 5 states by year end.
Enabling Accounting Firms Through Technology & Innovation
At Karbon, we’re inspired by the impact accounting firms have, and we’re driven by a desire to see them succeed. We give them the platform, we give them the support and knowledge, and we champion them.
Platform is a next-gen accounting and professional services group created in 2015 to preserve what’s great about boutique firms, while providing the technology, operational capacity, and vision needed to thrive in today’s world.
Since 2002, we’ve been delivering purpose-built solutions for accounting professionals and their connected clients. Our focus has been clear: To help the profession continually progress by providing secure, advanced and easy-to-use solutions and services – and all with dedicated, expert support.
Alan & James Partners (“AJP”) is a leading acquiror of entrepreneurial accounting firms seeking to reach their full potential while retaining their independence, identity, and culture. AJP supports its partner firms with strategic growth initiatives, technology, and access to shared resources that help elevate their teams.
Ascend is a modern platform for entrepreneurial CPA firms to stay independent while growing together. We provide capital, resources, and a PeopleFirst support team to fuel talent, technology, and mergers – empowering hundreds of new firm owners and the next generation of accounting leaders.
Helping you unlock the firm you always wanted.
And it all starts with a firm-wide operating system, a central hub for everything from proposals to payments to modern innovations like AI and whatever else will make your firm’s work easier. Which is precisely what Canopy is.
Crete Professionals Alliance is a national partnership of premier accounting and advisory firms. Combining local autonomy with national resources, Crete empowers its partner firms with technology, scale, and AI innovation. Backed by Thrive Capital and Bessemer Venture Partners, Crete is redefining professional services and recognized as Accounting Today’s fastest-growing firm.
Connections. Experiences. Insights. Actions. This is modern intelligence. How you apply this intelligence is your competitive advantage.
Intapp brings AI and intelligence straight to your professionals’ fingertips, so your firm can find new opportunities, make smarter decisions, and guard against risk — faster than ever before.
That’s Intapp. That’s Intelligence Applied.
Live Oak Bank, a subsidiary of Live Oak Bancshares, Inc. (NYSE: LOB), is a digitally focused, FDIC-insured bank serving customers across the country. Live Oak brings efficiency and excellence to the banking process, without branches, by using a focused approach to technology and innovation.
Live Oak is undeniably different than other financial institutions. In 2008, our founders set out to revolutionize banking. Learn more about the bank’s origin story and how we launched our mission to be America’s small business bank.
Modus is a technology company & strategic acquirer of CPA firms. We’re backed by Lightspeed Ventures with the ambition to be the world’s largest tech-enabled auditor. Our goal is to deliver the highest quality audit service, in a fraction of the time.
For top 500 CPA firms – we’d like to be your long-term technology, capital, and growth partner. Contact us at team@modusaudit.com
Aiwyn delivers the first complete platform for modern accounting firms across payments, practice management, client experience, and tax.
Agentic Tax and Compliance™, trusted and built to scale
Let agentic AI do the tax work. Avalara automates your compliance tasks for speed, accuracy, and scale.
Lemme, a division of EPIC, is the leader for specialty insurance brokerage services to Accounting Firms. Accounting Firms choose Lemme for specialized insights on claims trends, best practices, tailored policy language, limit analysis, and competitive pricing. Lemme is preferred among Top 100 Firms for professional liability, executive risk, and cyber insurance solutions.
America’s leading writer of innovative insurance programs.
McGowan Program Administrators (MPA) is America’s leading writer of innovative insurance programs. MPA is a Managing General Underwriter and Program Manager. MPA designs, administers and markets highly-specialized programs of insurance. These programs are available exclusively through MPA. They are offered on “A” Rated, Admitted Paper and are available in all 50 states.
As early as the mid-1950s, we recognized the power of specialization and began writing commercial affinity business. Since that time, and catapulted by the Federal Liability Risk Retention Act of 1986, we transformed ourselves from a large regional retailer into one of the country’s first Program Managers. For the past 6 decades, we have dedicated ourselves to program business. Our philosophy has always been to deliver products to our brokers which allow them to distinguish themselves from their competition, from both a pricing and coverage perspective. At the same time, we have delivered extraordinary long-term profitability to our carriers. Satisfying the dual objectives of our brokers and carriers has made us an extremely-stable platform, which is a rare commodity in the insurance industry.
MPA is one of The McGowan Companies (TMC); a family-controlled, conglomerate of insurance and financial service companies.
MindBridge allows finance leaders to see the unseen—analyzing every transaction in near real-time to detect risks, errors, and opportunities. Its AI-powered Central Insights Factory unifies siloed financial data into continuous, actionable intelligence. Going beyond traditional analytics, MindBridge delivers explainable, proactive insights finance teams trust. Seamlessly integrated into existing ecosystems, it strengthens controls, speeds decisions, and drives growth and protection in a complex financial landscape.
Simpson Thacher is one of the world’s most respected law firms. But for us, this has never simply been a matter of size or rankings. It’s the direct result of our commitment to one founding principle.
Clarifying the complex so professionals can act with confidence
Thomson Reuters is an AI and technology company empowering professionals with trusted content and workflow automation to know now and navigate what’s next
The Windsor Path model offers member firms the resources of a scaled platform to free up partners’ time and drive growth, while preserving their local identity and providing them a permanent home.
With AI-enabled tools and integrated cloud solutions, we enable our customers to adapt with confidence and lead the profession forward in a rapidly changing world.
C&R Consulting LLC (CNR) is part of the globally present C&R Consulting Group, headquartered in New Jersey. C&R is a specialized outsourcing service provider exclusively to Accounting Firms. With more than 15 years of experience, C&R has the track record of handling range of firms, from top10 firms to boutique firms.
Fieldguide is the leader in purpose-built, enterprise-ready AI for Audit and Advisory, focused on transforming professional services through innovative AI solutions. The company’s end-to-end engagement platform bridges innovation across firms and aggregates AI best practices, enabling audit and advisory practitioners to deliver superior work, enhance client experiences, and unlock growth for the next decade.
Bringing clarity, understanding and efficiency to your firm’s learning and compliance landscape.
Netgain delivers fully managed IT, Azure cloud and cybersecurity services tailored to the needs of CPA firms. With 25+ years of experience, we help firms stay secure, compliant and high-performing – supporting smooth growth, streamlined operations and fewer surprises when teams, clients or systems expand.
As the industry’s leading accounting practice intermediaries, our proven process finds you the best-fit buyer and price for your firm’s legacy. Poe Group Advisors has a strong pool of qualified buyers and investment partners able to make strong offers with clean terms. We negotiate a simple deal on your behalf.
Driving Business Growth In The Modern Firm
The new standard for business banking