Data Integration and Analytics for PE-Backed Accounting Firms
One view of the client across every firm you've bought
Accounting has become one of the most active roll-up sectors in private equity. Each acquired firm brings its own systems and client master, so the cross-sell that justified the deal gets harder to measure with every firm that joins.
We've done this work for a top-20 PE-backed accounting and advisory firm, from a firm-wide data assessment to building its business-ready data layer and unified client view.
Two companies by law, one firm to the client
PE investment in accounting usually comes with an alternative practice structure that keeps the licensed attest firm separate from the company delivering tax and advisory. The data has to respect that wall, and the commercial team still needs one view of each client. Is the cross-sell happening? Which clients are being lost? Measure churn under a narrow definition and a broad one, and the gap between them is the cross-sell the thesis depends on.
Owned by licensed CPAs, bound by independence rules about what it can share and with whom.
Where the PE capital sits and growth is expected. Which clients should it grow, without crossing lines the attest side can't?
Across the deal life cycle
What it takes to bring each acquired firm onto one client master, sized before the next deal.
Data and AI Readiness →Realization and pricing made consistent across inherited books.
Pricing and Margin →The governed client foundation that lets AI deliver in a professional services firm.
Data and AI Strategy →See each client across the whole firm
A conversation is the fastest way to see what it would take in your firm.