Optimize the merger process by ensuring that key technology systems are properly aligned and all members are on board with standardized processes and applications.

Merger Process Optimization (MPO) Review

Is your firm ready for its next merger or acquisition and do you want to move forward with a single firm-wide production standard?

We can help your firm select the best applications and technology platform that support the business needs of the new, larger combined entity. This assessment takes a look the entire network, and determines if it can keep up with your needs as a single, combined CPA firm. We apply our set of best practices learned over the years of working with accounting firms to your network and make a recommendations on how to improve. A simple road map will be presented that can be used as an accountability tool between partners and IT staff. A part of this assessment includes a look at basic security protocols and will make suggestions accordingly. Contact us today to find out how we can partner with you to transition acquired practices or make the most of an existing merger.

MPO Pricing

The MPO Review process can be performed onsite or via telephone conference and pricing is dependent on the number and locations of offices.  Learn more and get an engagement quote by contacting: Roman Kepczyk, Director of Consulting: (roman@xcentric.com, 678-495-0508).  All prices are quoted in US Dollars and are subject to change until services contracted.


Best practices learned from real-world experience in the accounting profession.
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