Accountants Advisory Group, LLC - CPA Firm Consultants Employee Directory

AccountingNew York, United States2-10 Employees

Accountants Advisory Group, LLC is a small professional services firm based in Cold Spring, New York, offering advisory services to public accounting practices. Its scope includes mergers and acquisitions, private equity advisory, succession planning, partner retreat facilitation, and guidance on compensation, performance management, and other aspects of firm governance, as well as marketing and lead-generation support. The firm draws on practical CPA firm management experience to help clients tackle strategic and operational challenges and pursue growth.

Its clients are public accounting firms seeking growth, smoother succession, profitability improvements, and more effective marketing and talent recruitment. The company positions itself as practitioner-oriented, delivering tailored advisory services across practice management, partnerships, and growth initiatives. In February 2024, the firm announced the appointment of Gladeys Jill A. Santos as President of the Association of CPAs in Public Practice and noted her subsequent membership in IFAC PAODAG.

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