BDO Alliance USA

Continuing our spotlight on long-time Alliance Members that have experienced amazing growth, we feature Creative Planning Business Services. An independent member since 2005, Creative Planning Business Services is the business services arm of Creative Planning, which provides a comprehensive suite of services to support and empower businesses and their leaders.   Top reasons cited for their 2,700+% growth in revenue over the last 19 years? Lee Roberts says, “Teamwork and execution have been our biggest differentiator and will be our sustainable competitive advantage. Everyone has ideas, execution is the game. We also productized our service offerings by industry, client size, and type of entity to deliver what clients need at a speed they want without having to customize everything. We focus on total client value, contribution margin, lead generation/marketing and business development. Our highest close percentage come from referrals and the BDO Alliance USA has been great in creating countless opportunities for us that have resulted in business.” #CPAFirmGrowth

We've had a blast on the first leg of our Fall Area Meetings! Thank you to our members who continuously show up and make these meetings so impactful!

Please join us for this week's #BRNFridayFeature! Learn more about Caseware SQM, a cloud-based quality management app. https://lnkd.in/eQ3BVZUg

The big reveal is here! Congratulations to alliance member, Hancock Askew & Co., LLP, on their brand new website.

Tune in to today's #BRNFridayFeature to learn about Ottimate’s AP solution! https://lnkd.in/dX3rpWD5

It's time to welcome another new member to the Alliance community, HSP Group! They facilitate global expansion for companies by supporting their international growth activities with a focus on the customer experience. #bdoalliancewelcomes

Join us today for another #BRNFridayFeature! Learn how member firms can benefit from Karbon's practice management software. https://lnkd.in/e49fgxJG

Join us in welcoming the newest member to join the Alliance community, CPA Credits. They are an online learning platform that offers self-paced courses to help individuals earn the 150 college credits needed to become a Certified Public Accountant (CPA). #bdoalliancewelcomes

Learn about another one of our members experiencing exponential growth – MGO (Macias Gini & O'Connell LLP). An independent member since 2002, MGO is driven forward by a proven team of mavericks and culture shapers who place human care first. The result is a top 50 firm with engaged professionals who provide a frictionless experience for their clients. Top reasons cited for their 1,800+% growth in revenue over the last 22 years? Francisco Colon, CPA, CFE, CGMA says, “MGO has evolved from a legacy CPA firm to one differentiated by the industries we serve, the services we provide, and the way we provide that service. From our roots with State and Local Government clients, we have also built practices in Cannabis and Entertainment Sports and Media, which now are two of our largest industry groups. In addition, we have invested in Client Accounting Solutions, International Tax, Credits & Incentives, and other specialty tax areas that have enabled the firm to both grow and move upmarket. We have also invested in building a large team in India to be able to provide reliable resources to our expanding client base. We have enjoyed a 20+ year relationship with BDO and Alliance firms, which has led to mutual referrals, thought leadership, and helping us navigate our dynamic growth. The lessons learned in building BDO’s India team provided insights for MGO to build its own India service platform." #CPAFirmGrowth

It's time to welcome another new member to the Alliance community, Empire SUITE! They are a leading cloud-based software solutions provider that increases efficiency, speed, effectiveness, and clarity within the critical workflows that keep your business running, your projects on time, and your employees happy. #bdoalliancewelcomes