BDO Alliance USA
Becoming a Best in Class CPA Firm
Innovative
Growth-Focused
Enterprising
Discover how the BDO Alliance USA can help you thrive. With access to our world-class resources and collective insights from more than 200 CPA firms, our members can offer expanded services, adapt quickly to changing regulations, and find new ways to meet increasing client demands.
Learn how the Alliance is helping independent accounting, consulting, and service firms
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Innovative. Growth-focused. Enterprising.
Members of the BDO Alliance USA retain their own distinct business identities with independent control that is in no way restricted. With access to additional assurance, tax, advisory, and specialty services through the Alliance, you can broaden and enhance your firm’s capabilities.
Remain independent, yet offer enhanced services
One of our clients needed some significant IT help, where we did not have the internal resources to serve them. We reached out to another Alliance member, who was able to service the client with their knowledge and at a reasonable rate. The Alliance provides us with a significant marketing edge, separating us from the competition.
Jaynes, Reitmeier, Boyd & Therrell, P.C.
Provide more consultative, advisory services
To remain competitive, most firms will need to expand into the advisory market. With our virtual model, you can white label or heavily leverage BDO and Alliance resources to provide targeted services without the financial and time commitments required to build an internal practice from the ground up. This will allow you to ease into providing new services by utilizing highly experienced professionals to deliver them right away, while building your own practice over time.
Adopt innovative technology
From data analytics to cybersecurity to robotic process automation and more, adopting new technologies remains increasingly important to profitability and relevancy. With access to the cutting-edge resources utilized by BDO USA, you can innovate quickly. Plus, take exclusive advantage of our APT Next Gen cloud-based audit tool and methodology, which is used by BDO worldwide and flexible enough to work with any size client. Step into the world of tomorrow, today.
Compete more effectively
When you unleash the power of a national firm and other local firms to work collaboratively, you broaden your ability to win new business, enhance your role as a trusted advisor, and improve your top- and bottom-line performance.
We obtained the state and local tax work for a public company a few years ago. While GBQ ended up handling the tax services for the company, my tax partner indicated that the Alliance relationship was key in the proposal process to assure company management that we had national firm backup and expertise if needed. Management indicated that this was a big factor in our favor.
GBQ Partners, LLC
growth-focused
Gain access to collaborative peer roundtables
Our BDO Alliance USA roundtables are 10-15-person, hand-selected groups of members with similar roles or interests, all committed to a long-term relationship of sharing and discussing experiences, issues, and opportunities. Sample groups include Managing Partners, Emerging Leaders, Firm Operations/Administrators, Human Resources, IT, Marketing, and Wealth Management Practice Leaders.
Develop your future leaders into the next generation of partners
As you look to provide growth opportunities to your outstanding young leaders, the BDO Alliance USA can provide technical training, soft skill development, and opportunities to network with peers from other firms. This is done through our own hosted Emerging Leaders Roundtables, as well as access to ConvergenceCoaching’s Transformational Leadership Program™, a year-long program focused on key leadership attributes to enable high-potential employees to become more inspirational and effective leaders.
Add depth to your marketing and business development efforts
We offer access to innovative marketing materials, including brochures, presentations, sample proposals, toolkits, best practices, and peer roundtable groups to support your business development efforts. Our hundreds of articles, newsletters, blogs, and insights can be co-branded or privately labeled by your firm to share with clients and prospects.
Expand your network and referral opportunities
Meet colleagues from across BDO USA and other Alliance firms at annual meetings, virtual events, joint training sessions, and local gatherings hosted several times throughout the year. Our robust portal also allows you to promote your specialty services online and locate other experienced professionals by service line and industry. Referral fee payments are available to and from other Alliance firms and BDO, where applicable and permitted.
Invest in your professionals with quality, national-level training
Our mission is to enhance our members’ knowledge and skills with high-quality, accessible training and professional development opportunities to support them in becoming a “Best in Class” CPA firm. With leadership programs, technical trainings, social learning opportunities, customized competency models, learning roadmaps, and more, we can help you create a workplace that is efficient, effective, and engaging for both employees and clients.
ENTERPRISING
Engage your entire firm in the Alliance experience
Not just for senior leadership or CPAs, our program is intended to engage professionals and staff throughout your entire organization. From our self-service portal with communities in over 60 interest areas, to technical toolkits to webinars, roundtables, and other occasions to connect, there are opportunities for everyone in your firm to get involved.
Reduce costs through BDO vendor discounts
Explore cost savings as a member of the BDO Alliance USA with a full range of products, including discounts on CPE, practice software (Thomson Reuters, QuickBooks Online), computer equipment (Dell, Lenovo), professional associations (AICPA, AAM, CPAFMA), professional liability insurance, travel, wireless plans, shipping, and more.
Make contacts around the world to help clients with their international needs
Whether soliciting technical advice or working with one of our 167 international BDO Member Firms on a client matter, we offer a sophisticated array of services and access to global capabilities from the world’s 5th largest accounting and consulting network.
Access additional staff to help on your engagements
In a crunch? As an Alliance member, you can borrow staff from or lend staff to BDO and other Alliance Firms, as well as utilize CPA staffing firms in our Business Resource Network that can help with short-term needs.
Get national-level technical professionals and resources
We offer access to a sophisticated group of technical professionals to provide timely responses to your top issues. Our Assurance and Tax Technical Help Desks serve as an exclusive, online resource for Alliance members to speak with the foremost authorities at BDO. We also make BDO’s resource centers, workbooks, and self-service tools available to members.
We searched for 15 years to find a program like the BDO Alliance USA for our technical and professional needs. We have been amazed at the value of BDO’s communications and support webinars.
Fair, Anderson & Langerman
Hancock Askew & Co., LLP had excess capacity with a second-year senior and was hoping BDO or another firm in the program could utilize at least 6 weeks of this person’s time. After outreach, the audit practice leader from another Alliance Member immediately reached out with a need for this person, as they had just won a large project and needed extra staff. Both firms were connected, and the second-year senior is now traveling and working on the other firm’s team for the short-term.
BDO assisted us with obtaining a buyout of a major French operating division. Their assistance both in communication and cultural understanding and acting as a liaison was extremely helpful and made the engagement transition take place in only a couple of days.
Urish Popeck & Co., LLC
Contact Us
Contact our Executive Director for more information:
www.bdo.com/alliance
MICHAEL HORWITZ mhorwitz@bdo.com / 617-422-7594
