Fractional COO & Project Management for CPA Firms

Proactive Operational Leadership for Continuous Improvement

The Purple Group takes a proactive, hands-on approach, actively listening and keeping the team focused to address challenges and capitalize on growth opportunities. Our bespoke offerings take the burden of operational strategy and project management off your shoulders so you can focus on what inspires you.

Who We Serve

Our Fractional COO and Project Management services are built specifically for CPA firms that want to strengthen their operations, support their people, and scale sustainably without losing the heart of what makes their practice special. We collaborate with firm owners and leadership teams who are ready to bring more clarity, efficiency, and long-term thinking to the way their business runs day-to-day.

If any of these scenarios sounds familiar, let’s talk about how we can help you move forward:

• Founders and managing partners who are spread too thin: You’re leading client work, mentoring your team, and still managing operations off the side of your desk. You're ready to bring in a strategic partner to streamline the back end and keep things moving.

• Firms navigating growth or operational gaps: Whether you're onboarding new team members, introducing new service lines, or refining your tech stack, you need structured support to help turn ideas into action while ensuring nothing slips through the cracks.

• Teams that need structure, not just hustle: Your people are smart and committed, but processes are inconsistent, communication can break down, and projects stall out. We help you build systems that support your team and their drive to succeed.

• Leaders committed to supporting their people: You care about developing your team and want to invest in internal training programs, clearer expectations, and career pathways. We help you design and implement people-centered operations that elevate both performance and culture.

Sample Projects

• Implementation of software and systems

• Evaluation and improvement of workflow processes

• Optimization of reporting

• Development of key performance indicators (KPIs)

• Review of employee training and development plans

• Integration of time-saving tools such as AI and automation

Our Partnership Approach

Our partnership is built on delivering tangible results, maintaining transparency, and aligning efforts with your firm's overarching goals. Through this dedication to trust and communication, we can provide a higher caliber of ongoing service that's more deeply tailored to your evolving needs. We're here for you year-round, not just during the busy season, and ready to provide the high-touch, proactive support you and your team deserve.

Leveraging our expertise, extensive network, and commitment to continuous learning, we drive meaningful change and foster long-term success. With a Green Belt in Lean Six Sigma and a focus on Design Thinking strategies, we bring innovative solutions and efficient communication to your team.

Let us help you create streamlined, efficient, and forward-thinking processes that position your firm for sustained growth.