Building the Next Generation of Accounting & Financial Services

AI-powered solutions and deep expertise to elevate performance, reduce friction, and accelerate long-term growth across our unified professional services firm platform.

Solutions That Transform How Firms Operate and Grow

We deliver end-to-end services that strengthen, scale, and modernize business and financial operations through a comprehensive corporate advisory services platform.

Specialty Tax Services

Leading expertise across ASC 740, R&D tax credits, transaction tax, and complex compliance. We help firms deliver higher-quality outcomes with speed, accuracy, and confidence supported by strong tax, accounting, and audit and assurance services.

Full-Service CPA & Advisory Firms

Comprehensive accounting, audit, and advisory services for enterprise, middle-market, and emerging growth clients. Our teams combine deep experience with AI-enabled efficiency and scalable outsourced business services capabilities.

Office of the CFO & Strategic Finance

Transaction Advisory, Valuation, QofE, Fractional CFO support, budgeting, forecasting, and analytics. We bring visibility, rigor, and real-time insights to help companies scale with discipline and clarity through a modern business services firm model.

IT & Digital Transformation Services

End-to-end IT consulting includes ERP selection, implementation, business process redesign, systems integration, and workflow modernization. Our platform integrates advanced business IT solutions that improve efficiency and create stronger operational control.

Wealth Management & Family Office Support

Holistic wealth planning, investment advisory, and back-office support for founders, families, and executives. Services are aligned with long-term stability and multi-generational goals and supported where appropriate by connected small business accounting services.

Why Clients and Firms Choose Count

We operate as long-term partners who strengthen firms, elevate teams, and accelerate growth within a unified professional services firm environment.

20+ years

Deep accounting, tax, technology, and advisory experience across national and global markets, strengthened by a permanent capital foundation.

AI-Enabled Productivity Gains

Our proprietary and integrated AI tools help firms unlock meaningful time savings, reduce errors, and elevate service quality.

200+ Professionals Across the Platform

A growing network of specialists, operators, and technologists supporting firms and clients nationwide.

Programmatic M&A at Scale

A robust pipeline and integration engine that brings new capabilities, talent, and opportunities to every firm in the Count ecosystem.

Strengthen Your Firm With Proven Expertise

Whether you want to modernize operations, enhance client delivery, or join a national platform with broad reach, Count provides tailored solutions supported by deep domain expertise, AI capabilities, and a long-term partnership approach that reflects a next-generation corporate advisory services model.

Professionalism

Our teams bring technical expertise, disciplined execution, and a commitment to excellence to ensure every engagement meets the highest professional and ethical standards.

Transparency

We operate with clarity and openness at every step—providing real-time insight into processes, expectations, and performance, so partners always know where things stand.

Security

Count maintains rigorous data protection, system controls, and cybersecurity best practices to safeguard sensitive financial information across all partner firms and clients.

Answers From the Experts Behind Our Platform

How does Count use AI to improve accounting and finance work?

We deploy proprietary and third-party AI tools to eliminate manual tasks, enhance accuracy, streamline workflows, and free teams to focus on higher-value client service.

Our permanent capital model, deep technical talent, and integrated technology platform allow us to invest for the long-term, unleash scaling capabilities, and deliver consistency across every partner firm.

Partners gain access to shared services, AI tools, cross-firm expertise, national business development support, and programmatic M&A capabilities which accelerate growth while maintaining local leadership within a unified professional services firm structure.

Start a Conversation With the Team Behind Count

Schedule a confidential conversation with our team to explore how Count’s platform, permanent capital, and AI capabilities can accelerate your firm’s growth and transformation.