Bookmark Partners commits $50+ million to Haig Advisory to bring partnership to accounting firms.

You built the practice.
We'll help it compound.

A partnership for founder-led accounting, tax and advisory firms, built to scale together.

Start a confidential conversation How it works
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Partnering with

  • CPA firms
  • Tax practices
  • Bookkeeping & CAS
  • Advisory firms

01Partnership

An alliance, not an absorption.

We run the back office. You keep the client work.

Stays with you

You keep

  • Your name

    Same letterhead.

  • Your clients

    They stay yours.

  • Your team

    Led your way.

  • Client work

    Your signature.

  • Your software

    Nothing migrates.

  • 30–40% ownership

    A stake in the upside.

Handled by Haig

We take on

  • Your firm's books

    Payables and close.

  • Billing & collections

    Sent under your name.

  • Payroll, HR & benefits

    Run centrally.

  • Recruiting & staffing

    Preparers and CPAs.

  • Technology & security

    IT and IRS safeguards.

  • Reporting & KPIs

    Realization and WIP.

How it comes together

  1. Step 01

    Conversation

    A confidential first call.

  2. Step 02

    Fit & diligence

    Fees, retention and realization.

  3. Step 03

    Partnership

    We buy 60–70%. You keep 30–40%.

  4. Step 04

    Integration

    Outside tax season

    Back office moves over. Nothing migrates.

  5. Step 05

    Grow

    Bench, new services, peer owners.

02Paths

Two paths, one partner.

Stepping back or staying in the seat, there's a path for you.

An owner and a colleague talking in a glass-walled office
Path one · Step back

Plan your succession.

  • Meaningful liquidity at close
  • A successor found and trained
  • A transition at your pace
  • A 30–40% stake that keeps paying
Plan a succession
An advisor reviewing financial charts with a client
Path two · Stay in the seat

You're not done yet.

  • Take money off the table, keep leading
  • A shared bench for tax season
  • New CFO and advisory services
  • Peer owners, not a corporate parent
Grow with the group

03Deal

Sell some now. Win bigger later.

Cash at close. A 30–40% stake that sells with the group.

  1. Today

    100% yours

    One firm, all the risk

    Your wealth in one practice.

  2. At close

    60–70% · cash30–40%

    Money off the table

    Liquidity now, and you keep leading.

  3. Later

    The whole group

    Your stake sells with the group

    Valued as one larger platform.

Illustrative. One agreement applies to every firm.

04Structure

The CPA work stays with CPAs.

Attest stays CPA-owned and independent. Haig partners on everything around it through an alternative practice structure, set state by state.

Talk it through with us

Your CPA firm · CPA-owned

Attest stays independent

  • Audits, reviews and compilations
  • Your license and signature
  • Majority CPA ownership
Services agreement

Haig Advisory · you co-own 30–40%

Everything around it

  • Tax, bookkeeping, CAS and outsourced CFO
  • Back office, staffing and technology
  • Capital and a busy-season bench
Partners joining hands across a meeting table
CPA-owned attest. Group-backed growth.

05Platform

We automate the busywork. Your people keep the judgment.

Our layer connects to the tools you already run. No switching.

Partner firm AQuickBooks OnlineKarbon
Partner firm BSage IntacctTaxDome
Partner firm CXeroCCH Axcess
Haig Operating layer
One view of clients, deadlines and WIP across every firm.
AI-assisted close
Tax-season bench
Group dashboards
Branded client portal

AI-assisted close

Coding, recs and first-pass review. Your team approves.

A tax-season bench

Shared preparers and reviewers when deadlines hit.

Your team stays in its software

Nothing to relearn. Work syncs back.

Group buying power

Better terms on software, E&O and benefits.

Works with the tools you already run

The Federal
Income Tax

Robert Murray Haig

Columbia University Press
1921

Where “The Concept of Income” first appeared.

06Story

The economist who defined income.

In 1921, Columbia economist Robert Murray Haig defined income. The Haig–Simons definition still shapes tax policy today.

What did this client really earn?

We carry his name for that question.
  1. 1914PhD in economics, Columbia
  2. 1921“The Concept of Income”
  3. 1934American Academy of Arts and Sciences
  4. 1938Simons builds on it: Haig–Simons
  5. 1941Chairs Columbia economics

An ode, not an affiliation. Haig Advisory is not affiliated with the Haig family or Columbia University.

07FAQ

Straight answers.

Something we didn't cover?

Ask us directly
01Do we have to rebrand?

No. Your name, letterhead and engagement letters stay.

02Do you only partner with CPA firms?

No. Also EA tax practices and bookkeeping/CAS firms.

03What happens to my team?

They stay. The bench takes overflow, and they gain training and career paths.

04How does the stake I keep work?

You keep 30–40%, with tag-along rights and a path to liquidity. Same terms for every partner.

05Will my clients notice anything?

Faster turnaround and new services. Same people.

06Is this conversation confidential?

Yes, from the first call. Happy to sign an NDA.

08Contact

Let's talk about what's next for your firm.

Thirty minutes. No broker, no pressure.

  • Confidential from the first call
  • Scheduled around your tax season
  • We never contact your team or clients