Count partners with exceptional CPA, tax, and wealth management firms, bringing proprietary AI, permanent capital, shared services, and strategic expertise so your team can grow without losing what makes it work.
We partner with firms that have strong culture and leadership, offering M&A support, capital, and advisory that helps them scale while continuing to serve clients well.
Our in-house tech team identifies high-value use cases, handles data governance and readiness, and deploys practical tools that reduce repetitive work.
Growth and marketing, HR, finance, legal, and IT handled centrally, so your people stay focused on client relationships instead of administration.
Count is a strategic partner for firm leaders who want long-term growth, employee ownership, and a clear path through AI adoption.
Tell us about your firm and we will follow up to arrange a call.