Big enough to serve, small enough to care

Elevate your firm’s potential with our innovative partnership approach to growth. This isn’t an exit—it’s the beginning of a next chapter, together.

Our Purpose

Franklin Alliance empowers CPA entrepreneurs for the journey ahead. We’ve built a platform of leading CPA firms, supported by our top-tier team and best-in-class infrastructure.

This allows us to offer human capital solutions, facilitate smooth transitions, and build a next-generation Tax & Accounting platform. How do we accomplish this? Well, here’s how:

Unlocking Your Potential

We recognize that CPA firms harbor untapped capabilities. What do we want to achieve? We want to unlock that potential. With our robust resources and support, you can thrive in today's dynamic market.

Promoting Innovation

The only way to stay in the game is to innovate. By embracing new technologies in our operations, processes, and strategies, your firm will stay ahead and adapt quickly.

A Collaborative Approach

We foster an environment of togetherness among partner firms, ensuring a synergy that fuels innovation, growth, and mutual success.

Bringing More Than Just Business

Even though they are important, we are not solely fixated on profit margins and bottom lines. We're passionate about helping CPA entrepreneurs reach their goals. Why? Because we firmly believe that when businesses thrive, communities flourish, and people prosper.

Our Core values - CPA

Commitment to Excellence

At Franklin Alliance, excellence is ingrained in our ethos. We consistently push the envelope to improve our operations and better serve all of our stakeholders.

Partnership

We believe in true partnership, where every voice matters. Our people-first approach means that we believe in the importance of your unique skills and views, and together, we make a real difference.

Authenticity

Authenticity is our core value because it underpins every aspect of our mission and approach. At Franklin Alliance, we believe that true success comes from staying true to oneself. This enables us to build trust and support sustainable growth, while maintaining the essence of what makes each firm special.

Our Core Values

Here are the three things we value the most at Franklin Alliance

Commitment to Excellence

At Franklin Alliance, excellence is ingrained in our ethos. We consistently push the envelope to improve our operations and better serve all of our stakeholders.

Our Core Values

Here are the three things we value the most at Franklin Alliance

Partnership

We believe in true partnership, where every voice matters. Our people-first approach means that we believe in the importance of your unique skills and views, and together, we make a real difference.

Our Core Values

Here are the three things we value the most at Franklin Alliance

Authenticity

Our Mission

Our mission at Franklin Alliance is to support CPA firms across the nation in expanding their growth and market reach while preserving local identity and fostering community growth.

Our Vision

Our vision is to empower forward-thinking CPA firms to stay independent while leveraging our modern platform and national infrastructure to thrive in a rapidly evolving landscape.

Joining Franklin Alliance

Preparing the Next Generation

Many CPA firms die out before achieving their potential because of a lack of succession planning. Our services ensure a smooth transition into retirement, guaranteeing a successful handover to the next generation of leadership.

<em>Preparing the Next Generation</em>
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Many CPA firms die out before achieving their potential because of a lack of succession planning. Our services ensure a smooth transition into retirement, guaranteeing a successful handover to the next generation of leadership.

Investment in Technology

Our investment in advanced technological tools to complement your team and processes enable scalable growth. Staying on the forefront of the rapidly evolving technology curve is a full-time job that we can take off your plate.

<em>Investment in Technology</em>
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Our investment in advanced technological tools to complement your team and processes enable scalable growth. Staying on the forefront of the rapidly evolving technology curve is a full-time job that we can take off your plate.

Brand Autonomy

Who knows your local market better than you? You will retain full brand autonomy, operating independently in your local market.

Growth Capital

It’s worth repeating – growth is the name of our game. Our evergreen model helps you scale for the long term.

<em>Growth Capital</em>
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It’s worth repeating – growth is the name of our game. Our evergreen model helps
you scale for the long term.

Our Five Operating Pillars

Human Capital

At Franklin Alliance, we understand that your firm's success depends on having the right team in place. That’s why we’re matchmakers for talent. Our recruitment support and talent development programs ensure that every role is filled by the perfect candidate. But we don’t stop there—our offshore talent utilization services open doors to a global pool of expertise, optimizing costs and expanding your operational capabilities.

Financial Management

Financial stability and growth are crucial for your firm's success. We assist you in tapping into new revenue streams by diversifying your business offerings. Our pricing strategy optimization helps you set competitive pricing structures. And when the winds get turbulent, our seasoned strategic advisors provide battle-tested guidance to navigate operational and financial challenges.

Process and Product Solutions

Efficiency isn’t a luxury; it’s a necessity. Franklin Alliance equips your firm with precision tools. Track key performance indicators and metrics—know what works and where improvement is needed. Our customer success programs ensure exceptional service delivery, because excellence isn’t optional.

Technology and Systems

We are your compass in the sea of technological change – enhance CRM and practice management solutions to manage the client journey seamlessly, leverage AI workflows to scale, dive into data analytics for strategic decision making, and transform processes together to ensure efficient operations and future readiness.

Growth

Growth isn’t a sprint; it’s a marathon. Sustainable, deliberate, and purposeful. At Franklin Alliance, we help your firm craft and execute effective marketing strategies that promote visibility and attract new clients. We optimize client retention programs to ensure long-term loyalty and satisfaction. Our market analysis and segmentation insights enable targeted marketing efforts, and our expertise in sales and distribution channels helps increase your firm's reach.