Investing In The Future of Your Firm
 
Rita Keller, an award-winning and widely respected voice to CPA firm management, is uniquely positioned to help CPAs face rapid and significant change.

Who We Serve


While the demand for effective management and visible leadership is strong, the reality is that CPA firm owners, while they want to do the best things for their people, are stretched beyond capacity.  The Managing Partner is walking a tightrope between external (client service, community leadership) and internal (recruiting, hiring, developing and managing people of all levels in the firm).  The major support positions in the firm - administration, marketing, technology and human resources - need advice, coaching and simple, basic support from the leader of the firm, who is already over-burdened. 

Keller Advisors was founded because of Rita Keller’s strong passion for, and extensive experience in, CPA firm management.  Her goal is to provide management and leadership solutions for CPA firm leaders.  These solutions are not only focused on strategic initiatives but also on the everyday cultural and operational challenges faced by professionals managing CPA firms.

We do this through advisory services for individual firms and also through workshops and presentations for firms, associations and societies.Specifically, we work with:
  • CPA firms – of all sizes
  • CPA Managing Partners & Executive Committees
  • CPA Firm Administrators, Human Resource Directors and Marketing Directors
  • CPA Support and Administrative Teams
  • CPA Firm Associations
  • State CPA Societies
  • The AICPA
  • Publications and media focused on the CPA profession



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Do You Have The Passion?
I do. I can recognize it in the CPA partners, firm administrators, HR directors, marketing directors and team members when I first meet them. Can't you?
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Your Firm's Compensation System
At almost every MAP conference I attend or firm association meeting where firm leaders are gathered, the topic of compensation comes up. The group asks questions of each other like this: How do you do partner comp? How does your firm do staff comp? What are you paying seniors? What are you paying managers? Is it a point system? How do you determine bonuses?
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Keller Named To Top 100
You might think that being named to "some" list really isn't a big deal and the people who "make it" actually accept it with mild acknowledgement. For this lady, that could not be farther from the truth.
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Journal of Accountancy Article by Rita Keller
Want to read more about mentoring and coaching in a CPA firm and how they both are important? Check out the August issue of the Journal of Accountancy - Page 77.
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