Scale CPA Firm Acquisitions Faster with PracticeERP
A modern finance + operational backbone built for PE-backed CPA platforms—standardize reporting, tighten cash visibility, and support Alternative Practice Structures without chaos.
Whether you’re building a CPA roll-up or scaling a platform, PracticeERP helps you consolidate financial reporting, streamline billing and AR, and create repeatable operating playbooks across firms—while keeping the right legal/entity separation where it matters.
(Why PE-Backed CPA Acquisitions Break)
The Problem
Acquiring CPA firms is hard enough. Scaling them shouldn’t depend on spreadsheets, disconnected billing systems, or a month-end close that takes forever.
Common pain points we see across PE-backed CPA portfolios:
- Inconsistent charts of accounts and reporting definitions across firms
- Limited visibility into cash, WIP, AR aging, and profitability by entity or service line
- Disconnected tools for billing, invoicing, and collections
- Manual intercompany workarounds and allocation headaches
- Difficulty supporting APS structures while maintaining clean segregation
(What You Get with PracticeERP)
The Outcome
A repeatable financial operating system for CPA platform growth, enabling:
- Faster, cleaner month-end close
- Board-ready reporting in fewer cycles
- Entity-level controls that stand up to audits and lenders
- Standardization without forcing every firm into a one-size-fits-all mess
- Integration-ready architecture for the rest of your stack
Why PracticeERP for PE-Backed CPA Platforms
Portfolio Visibility Without Spreadsheet Chaos
Create consistent KPI reporting across acquisitions—revenue, margin, cash, AR aging, utilization drivers, and more—without reinventing reporting every time you buy another firm.
Multi-Entity + Consolidations Built In
Operate multiple legal entities with structured intercompany workflows and consolidated reporting—ideal for a growing platform with add-ons and shared services.
Strong Controls for Audit + Lender Confidence
Role-based permissions, approvals, and clean financial processes support lender expectations, audits, and governance requirements—especially when you’re scaling quickly.
Faster Integration After Close
Deploy a standardized “finance template” across new acquisitions (COA, close tasks, reporting package, dashboards)—so you can move from transition to optimization sooner.
APS-Ready: Built to Support Alternative Practice Structures
PracticeERP can fully support Alternative Practice Structures (APS) by enabling separate operations per entity while maintaining unified oversight.
With PracticeERP, you can:
Maintain separate legal entities with separate bank accounts
Run entity-specific Accounts Receivable and customer invoicing workflows
Keep billing, collections, and reporting segregated by entity while still providing consolidated leadership reporting
Support intercompany activity with structured tracking (allocations, due-to/due-from, shared services models)
Bottom line: You don’t have to choose between segregation and visibility—you can have both.
How We Help (Simple Engagement Flow)
PE + Platform Discovery (2–3 weeks)
We identify reporting requirements, entity structure, APS needs, and acquisition timeline.
Build the “CPA Platform Template.”
Chart of accounts framework, dashboards, AR/invoicing flows, close calendar, controls.
Rollout + Integration Support
Launch your platform core, then onboard acquisitions using a repeatable playbook.
Optimize + Automate
Reduce close time, improve AR collections, automate allocations, and improve forecasting.
Use Cases PE Teams Care About
Standardize reporting across acquisitions for board decks and investor updates
Improve working capital (AR visibility, collections workflow, cash forecasting)
Track profitability by service line, office, team, or entity
Enable shared services (finance ops, procurement, IT) across the platform
Create a scalable foundation for future add-ons and integration
Why Us
As you make tuck-ins and acquisitions, our team helps you migrate newly acquired CPA firms into PracticeERP using proven, repeatable best practices—so you get to standardized reporting and operational visibility faster (without disrupting the firm’s day-to-day).
What you get with our team:
A repeatable acquisition migration playbook for onboarding firms (COA mapping, entity setup, AR/invoicing transitions, controls, and reporting packages)
Faster integration with fewer surprises through structured discovery, data cleanup, and cutover planning
CPA-first expertise — our team brings 40+ years of combined experience supporting CPA firms, so we understand the nuances of billing models, AR workflows, entity separation, and compliance expectations
Portfolio-friendly standardization while still respecting what must remain unique by entity or office (especially under APS)
Bottom line: You don’t have to choose between segregation and visibility—you can have both.
Ready to build a scalable finance foundation for your CPA platform?
Let’s map the fastest path from acquisition to operational visibility. We’ll cover APS requirements, multi-entity structure, reporting needs, and a practical rollout plan
Frequently Asked Questions
Can PracticeERP handle multiple acquired firms under one umbrella?
Yes—PracticeERP supports multi-entity operations, consolidation, and entity-level controls so you can scale across acquisitions.
Will APS require separate systems?
Not necessarily. PracticeERP can support APS with separate legal entities, bank accounts, AR, and invoicing while still enabling consolidated oversight.
How fast can we implement?
Timing depends on complexity and scope, but the fastest path is building a “platform template” first, then onboarding acquisitions using that repeatable model.
Do we have to rip and replace everything at once?
No. Many platforms phase adoption—starting with core financials and reporting, then adding operational integrations over time.