Scale your CPA firm without hiring a full-time COO.

Fractional COO leadership for CPA firms where growth has outpaced operations. Axiom helps managing partners improve leverage, eliminate bottlenecks, strengthen accountability, and turn revenue growth into margin growth.

Start a Scaling Sprint Book 30-Minute Strategy Call
4–8 week sprint or ongoing fractional COO support
Built for CPA and professional services firms
Florida-based | Available nationwide
Elias Espinal

Elias Espinal

Founder, Axiom Advisory Partners

17+ years scaling operations inside CPA and professional services firms.
Get to know Elias

Why Axiom is different

CPA firm operating experience

Built from experience inside CPA and professional services firms, Axiom helps CPA firms strengthen the operating levers that turn growth into margin: leverage, capacity, workflow, realization, staffing, and accountability.

Direct diagnosis

We identify the actual operating constraints quickly, separate symptoms from root causes, and give clear recommendations leadership can act on.

P&L orientation

Every engagement is tied to economics: leverage, utilization, realization, margin, capacity, pricing, and cash flow.

Practical execution

The goal is not a binder of recommendations. The goal is an operating cadence, owner accountability, visible metrics, and decisions that actually get made.

NOW ACCEPTING Q3 & Q4 2026 ENGAGEMENTS
SIGNATURE ENGAGEMENTS

Two ways to install operating discipline.

Start with a focused Scaling Sprint, or move directly into fractional COO support when the operating need is already clear.

MOST POPULAR ENTRY

Operational Scaling Sprint

A 4–8 week engagement to diagnose where the firm is losing leverage, margin, capacity, and leadership time — then convert the findings into a practical 90-day operating roadmap.

WHAT THE SPRINT DELIVERS
  • Managing partner day-to-day relief plan
  • Service-line leverage and supervision model
  • Workflow, scheduling, utilization, and review bottleneck diagnosis
  • Client mix, pricing, realization, and low-value client framework
  • Recruiting pipeline and near-term hiring priorities
  • 90-day roadmap with owners, KPIs, cadence, and decision points
TYPICAL INVESTMENT
Starting at $15k
Most engagements $18k–$35k
Start Sprint →
ONGOING EXECUTION

Fractional COO Retainer

Ongoing COO-level support for firms that need weekly cadence, KPI accountability, leadership structure, and execution follow-through — without hiring a full-time executive.

Scope includes:
• Weekly leadership cadence
• Service-line capacity planning
• Recruiting and onboarding discipline
• Workflow and accountability rhythm
• Client/pricing action decisions
• Realization and cash-flow visibility
• M&A integration support
• HRIS, performance, and people systems
RECOMMENDED START
8–16 hours/week
Recalibrated after 30–60 days
Discuss Retainer →
PROOF, NOT PROMISES

Operating results built inside CPA and professional services firms.

Axiom is led by Elias Espinal, a CPA firm operations leader with experience across Big Four, national, and regional professional services environments. His work has included scaling multi-office firms, improving leverage, supporting managing committees, implementing HRIS platforms, strengthening people operations, and leading acquisition integration.

RESULTS FROM PRIOR ENGAGEMENTS
REVENUE GROWTH
$44M → $151M
Over 5 years for a top 20 firm
LEVERAGE
4.7:1 → 8.9:1
Significant improvement in productive capacity
MARGIN GROWTH
$10M → $18M
For a mid sized regional firm
ACQUISITION & INTEGRATION
$3M
Firm integrated into a larger practice
HOW IT WORKS

A focused process built for busy managing partners.

PHASE WORK PERFORMED OUTPUT
Weeks 1–2
Discovery		 Financial review, staffing & org analysis, leadership interviews, client list & WIP review, workflow/scheduling/utilization diagnosis, pricing & BD assessment. Interim findings memo + prioritized quick-win list
Weeks 3–5
Design		 Leadership solution design, service-line leverage model, recruiting plan, BD scorecard & calendar, cash-flow improvement actions, 90-day roadmap drafting with stakeholders. Draft 90-day operating roadmap
Weeks 6–8+
Execution		 Rollout of priority changes, acquisition/integration support if active, operating cadence installation, KPI tracking setup, and transition to ongoing fractional support if desired. Final roadmap + fractional COO operating plan
The sprint can transition into a 90-day fractional COO engagement to implement the roadmap, protect momentum, and keep the leadership team aligned around the operating cadence.
Elias working alongside leadership teams

Hands on operational guidance and support.

Ready to stop carrying the operating load?

Book a 30-minute strategy call. We’ll review your current growth goals, leverage, staffing constraints, workflow bottlenecks, and whether a Scaling Sprint or fractional COO engagement is the right next step. Direct conversation. No pitch deck.

DIRECT
LOCATION
Florida
PREFERRED
Book a 30-min strategy call

Direct scheduling. No forms or gatekeepers.

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Axiom Advisory Partners
Axiom Advisory Partners LLC • Registered Florida • Serving ambitious CPA & professional services firms nationwide