Sustainable Growth Strategies for Leading CPA Firms

High performing CPA firms demand profitable growth even in difficult times. These firms create lasting momentum by striving to find and implement sustainable growth strategies.

For more than 20 years, 1st Global has been a leading growth consultant for market-dominating CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients.

Through proven processes that include world-class research, accounting firm-centered advice, exceptional business development education and innovative technology, 1st Global is the partner of choice for select firms.

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.

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Securities offered through 1st Global Capital Corp. Member FINRA, SIPC www.finra.org, www.sipc.org
Investment advisory services offered through 1st Global Advisors, Inc. 
Insurance services offered through 1st Global Insurance Services, Inc.

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1st Global

Stephen A. Batman

Dani Budow

Felisha Pullen

Robert Jackson Cfp®

The Finance & Analysis team at 1st Global is dedicated to empowering CPA firms by providing insightful financial analysis and strategic recommendations. This team conducts in-depth research and market analysis to identify growth opportunities, supports business development initiatives, and ensures the accuracy of financial reporting. Additionally, they focus on optimizing resource allocation and risk management to foster sustainable profitability for their clients.

Finance & Analysis

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Finance & Analysis

About

Team members

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Finance & Analysis

About

Team members

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