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Why the Client Experience is the New Special Sauce

By Mike Maksymiw posted 04-07-2025 17:41

  

As Aprio has grown over the past six years, more than half of Aprio’s team members have local firm roots. The M&A activity over this time has populated Aprio’s team with people who share the following strong mindset with our Aprio Firm Alliance member firms: “I want to do everything for my clients. I want to help them as much as I can with everything they need.”

Aprio’s team members share the same client experience mindset that our AFA members have. When core values align in this way, amazing things can happen — and they are happening.

CPA alliances help firms find like-minded peers

As the profession has transformed over the past decade, it has become clear that resourcet sand knowledge-sharing are essential to future growth. CPA alliances have provided firms with the ability to connect across state or even country lines to fill critical gaps and proficiencies to better serve clients. 

These types of alliances have also been essential to helping local firms grow; these firms  may lack specific resources or manpower that are crucial to serving clients’ evolving needs. CPA alliances forge partnerships between niche and broader-serving firms.

Perhaps most importantly, alliances help foster the “helping clients” mindset, which is key to creating a spectacular client experience. CPA alliance members understand that to fully serve their clients and provide the best-possible experience, they may need to accept help from peers. Remember that the client is at the center of every decision you make — not  your firm. Networking and knowledge-sharing are integral to CPA alliances, thus  empowering members to create a differentiated client experience. It pays off to have relationships that you and your clients can trust.


Why join Aprio Firm Alliance?
Aprio Firm Alliance leaders take pride in empowering firms to serve their clients’ specific needs and wants, focusing on advising clients to reach their goals — which is where the profession is going. We aim to help local firms access a wealth of tailored knowledge, which is invaluable to achieving excellence in our respective niches. Our alliance members excel in response time and proficiency, establishing themselves as valuable resources to one another.

The bottom line
To provide an exceptional client experience, local CPA firms must embrace the power of collaboration. 

By collaborating with other friendly firms to ensure their clients receive everything they want and need from their accounting professionals, firms can create a richer client experience. Joining an alliance is the best way to fast-track collaboration because it enables you to connect with peers and colleagues around the country — and by joining an alliance like AFA, you have the backing of a top 25 firm and all its resources. 

Through our forward-looking approach, AFA empowers members to keep and create meaningful relationships with their clients to help them reach their goals.

Are you or a colleague interested in joining Aprio Firm Alliance? Contact me at mike.max@aprio.com to discuss how we can help broaden your service capabilities to 
tackle new client challenges and growth goals.

Related Resources
Aprio Firm Alliance Page

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