Sustainable Growth Strategies for Leading CPA Firms

High performing CPA firms demand profitable growth even in difficult times. These firms create lasting momentum by striving to find and implement sustainable growth strategies.

For more than 20 years, 1st Global has been a leading growth consultant for market-dominating CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients.

Through proven processes that include world-class research, accounting firm-centered advice, exceptional business development education and innovative technology, 1st Global is the partner of choice for select firms.

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.

Research • Consulting • Education • Technology

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC www.finra.org, www.sipc.org
Investment advisory services offered through 1st Global Advisors, Inc. 
Insurance services offered through 1st Global Insurance Services, Inc.

Accounting

Business Development

Business Tools

Consulting

Professional Services

1st Global

1st Global's headquarters in Dallas, TX, United States

Stephen A. Batman

Robert Jackson Cfp®

This department focuses on providing strategic guidance and insights to enhance client decision-making and business outcomes.

Advisory Solutions

This department ensures adherence to regulatory standards and frameworks within the organization.

Compliance Department

This department focuses on managing client relationships and organizing engagement events.

Client Engagement

The Finance & Analysis team at 1st Global is dedicated to empowering CPA firms by providing insightful financial analysis and strategic recommendations. This team conducts in-depth research and market analysis to identify growth opportunities, supports business development initiatives, and ensures the accuracy of financial reporting. Additionally, they focus on optimizing resource allocation and risk management to foster sustainable profitability for their clients.

1st Global

Org chart

Teams

Advisory Solutions

Compliance Department

Client Engagement

Finance & Analysis

Offices

1st Global

Org chart

Teams

Advisory Solutions

Compliance Department

Client Engagement

Finance & Analysis

Offices

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