CPA Firm Services at JCox CPAs & Advisors, P.C.
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At JCox CPAs & Advisors, P.C., we understand that leading a CPA or accounting firm comes with challenges that extend far beyond technical compliance. From partner alignment and profitability to risk management and succession planning, today’s firm leaders must balance strategy with execution in an increasingly competitive environment.
Our team provides comprehensive advisory and consulting services tailored specifically to CPA firms and professional service organizations. With deep industry expertise and a proven track record in audit, tax, and advisory excellence, we deliver insights that help firms strengthen governance, enhance profitability, and ensure long-term sustainability.
CPA Firm Management Reviews
Our Management Review engagements are designed to provide objective, actionable feedback that drives firm performance. These engagements typically span four days and include:
Pre-Engagement Preparation – Completion of a firm profile template and confidential partner questionnaires.
Strategic Discussions – Initial meetings with the managing partner, often including candid dialogue over dinner to uncover key areas of concern.
Partner & Key Staff Interviews – Confidential sessions to gather perspectives from across the leadership team.
Exit Conference & Reporting – A bullet-point report highlighting opportunities for improvement, followed by partner-group discussion.
Reviews typically focus on:
Partner accountability
Billing procedures, realization, and rates
Benchmarking against peer firms
Partnership agreements and profit allocations
Succession and strategic planning
Marketing initiatives and firm growth strategies
Retreat planning and facilitation
Follow-up sessions are scheduled as needed to ensure execution and accountability.
Tax Practice Review & Risk Management
Our Tax Practice Reviews are not technical tax reviews but instead focus on process efficiency and risk management. These engagements help firms improve client service delivery, minimize risk, and build stronger compliance systems.
Areas of review include:
Technology and workflow design
Engagement letters and client documentation
Internal review procedures
Risk management policies and practices
Engagements typically last four days and include advanced preparation, document review, and structured recommendations tailored to your firm.
Audit & Accounting (A&A) Governance Services
As part of our commitment to audit quality and firm accountability, JCox CPAs & Advisors offers specialized governance services for audit and accounting practices. These services are designed to ensure compliance, safeguard professional reputation, and elevate firm standards.
Our A&A Governance Services include:
Peer review assistance and readiness
Engagement risk management
Engagement quality control reviews (EQCR)
Annual A&A inspections
Litigation support and expert witness services
Support for malpractice claims, including negligence matters
Onsite and virtual training for A&A staff
Development of A&A quality control manuals
Efficiency improvement in audit engagements
Selection and implementation of A&A methodology practice aids
Why JCox CPAs & Advisors, P.C.?
Unlike firms that provide generic consulting, we live and breathe the accounting profession. Our firm is led by CPAs with extensive experience in Big Four, regional, and private practice settings. We understand the unique pressures of managing a CPA practice because we’ve been there—and we know how to help you build resilience, profitability, and growth into your firm’s DNA.
At JCox, our commitment is simple: to strengthen your firm’s foundation today, so you can lead with confidence tomorrow.
