Consulting Services

With more than twenty years of experience in the industry, we are familiar with all CPA firm issues.  We bring keen insight and solid solutions to you in the areas below.  The goal is always the same and always simple: solutions that work.

Learn more about our consulting services in:

Partner Compensation

There are many ways to approach this important issue.  After analyzing your situation, we’ll prepare a shortlist of different plans that will accomplish your goals.  We’ll also moderate partner meetings to discuss options.

Practice Management Reviews

An integrated review of how effectively all the pieces fit and work together in your practice, including:

Profit Review

We can identify untapped profit potential in nearly every firm we encounter.  Via staff and partner interviews, and audits and analyses of practice areas, we’ll find areas where we can confidently recommend changes to enhance profitability.

Staff Retention and Improvement

Our experience with top firms and top people over twenty years has given us a reservoir of best practices.  We’ll analyze your practices and find ways to make your firm the most attractive workplace it can be.

Strategic Planning

The industry is in flux. Constantly changing professional standards, legal strictures and financial opportunities require a constant “finger on the pulse.”  Ours is there.  We’ll share our expertise to help your firm find and take advantage of the best opportunities.

Partner Retirement

Of the myriad ways to structure and implement this critical transition, which way is best for you and your partners?  RF Resources’ experience and insights will help you choose and implement the most comfortable and satisfactory route.

Succession Planning

A partner is ready to reduce hours.  How to proceed with minimal disruption to workflow, client relationships, and all the other practice areas a partner inevitably touches?  RF Resources will help you make this transition a successful one.

Partner Conflict

An occasional conflict is inevitable.  But it doesn’t have to be disruptive, or even consequential.  After considering the source(s) of conflict and the players involved, we have the expertise to identify and help implement a satisfactory solution.


We have a thorough understanding of your profession and the strategies and tactics most effective in ensuring your prospects know your strengths.  From basic branding tactics to creation of sales materials, we can help you create a positive image in the marketplace.


Your firm’s value changes over time.  Certain types of expertise come into and out of fashion; value fluctuates accordingly.  Before any consideration of a major change, you must have a fair, expert, objective valuation.  We provide this service free of charge to qualified sellers.

Robert Fligel

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Recent Partner Moves

Here is a sample of our recent partner searches. Average new compensation was around $400k

  • Tax - High Net WorthNYC

  • Business ManagementNYC

  • Tax - Large Local FirmNYC