Our CPA Solution
DVS YOU™ CPA Roll-Up Program is a comprehensive solution designed to help CPA firms scale, integrate seamlessly, and unlock new revenue opportunities. We provide strategic guidance, operational efficiency, and cross-selling advantages, ensuring sustainable growth without the typical growing pains.
How It Works
Seamlessly transition into the DVS platform through the Alternate Practice Structure, utilizing the DVS IKYA Framework™ to ensure alignment with our scalable and efficient model.
Enhance profitability and service expansion by leveraging DVS’s global expertise, technology, and operational strength—while preserving your firm’s independence.
Maximize wealth creation with strategic succession planning, partnership opportunities, or buyout options, ensuring a smooth leadership transition and long-term success.
What We Do
A structured, strategic approach to transforming CPA firms—investing in potential, optimizing operations, and scaling for long-term success.
Optimizing CPA Operations
With our Ikya™ framework, you can adopt a robust, data-informed, and people-centric approach. From initial identification to steady-state operation, we ensure seamless integration.
.01 Feasibility
The DVS IKYA™ framework begins by evaluating feasibility through a structured approach. We focus on building a solid foundation for integration success by:
This phase ensures clarity, alignment, and readiness to move forward with confidence.
.02 Design
The design phase of the DVS IKYA™ framework transforms feasibility into actionable strategies. We create a detailed roadmap to ensure seamless execution by focusing on:
This meticulous planning stage ensures your integration is not only seamless but also future-ready.
.03 Build
The build phase of the DVS IKYA™ framework transforms plans into action. This stage focuses on creating a robust foundation for your operations through:
Process Development
Technology Enablement
This phase ensures your organization is equipped and empowered for scalable success.
.04 Transition
The transition phase of the DVS IKYA™ framework focuses on seamlessly integrating new processes, systems, and people into your organization. Key elements of this stage include:
This phase is designed to ensure a smooth handoff, building momentum for sustainable growth and operational excellence.
.05 Parallel Run
The final phase of the DVS Ikya™ framework focuses on achieving production readiness while ensuring a smooth transition to steady-state operations. This includes:
With the parallel run, we ensure every aspect of your integration is tested and optimized, setting the stage for long-term performance and growth.
The DVS Ikya™ framework prepares teams for success with targeted training programs.
These include process-specific instruction, skills calibration, and onboarding that emphasizes culture, policies, and technical expertise.
The DVS IKYA™ framework emphasizes critical success factors to ensure a smooth and effective transition.
Seamless integration relies on effective change management, clear alignment, knowledge transfer, proactive risk planning, defined IT needs, and strong governance supported by open communication at every stage.
What Makes Us Different
DVS YOU™ transforms CPA operations with intelligent automation, data-driven insights, and an intuitive interface—delivering cost savings, enhanced decisions, and seamless scalability.
Reduction in operational redundancies through automation.
Reliable data analytics for actionable insights.
Optimized resource allocation via scalable tools.
A modern, intuitive interface for smooth navigation.
DVS’s cross-selling and operational support fuel 20–60% revenue growth, enabling partners to achieve exponential growth and diversification through strategic excellence.
Dr. Nabeel Ahmed
Regional Director – Singapore & Dubai
Practice – Business Services
Roll-up Year – 2020
DVS Role’s
DVS played a pivotal role in transforming Dr. Ahmed’s proprietary franchise into a robust and scalable business. Through our strategic guidance and Global Capability Center (GCC) support, Dr. Ahmed was able to streamline operations, expand service offerings, and acquire two additional accounting practices. Our periodic reviews (monthly, quarterly, and annual) provided actionable insights to drive growth. DVS’s network and hands-on support enabled Dr. Ahmed to scale his operations seamlessly and strengthen our presence in the Middle East.
Growth in his practice over the past three years.
Clients acquired through DVS’s cross-selling initiatives.
Acquisition and integration of a real estate broking practice.
Mr. Vignesh Naralanan
Regional Director – CFO & Business Analytics
Practice – Accounting
Roll-up year – 2021
DVS Role’s
When Mr. Narayanan joined DVS, his sole proprietary accounting practice was transformed into a structured B2B SaaS offering for Virtual CFO services. DVS’s guidance in product structuring, client acquisition strategies, and cross-selling opportunities was instrumental in driving his firm’s rapid growth. Regular reviews (monthly, quarterly, and annual) ensured that strategies were refined and executed effectively. DVS’s ability to align strategic vision with operational execution helped Mr. Vignesh scale his business sustainably while maintaining high client satisfaction.
Growth in his business within three years.
Increase in clients gained through DVS’s cross-selling network.
Mr. Ateen Gupta
Regional Director – Global Family Office
Practice – Private Equity Secondaries in US & India
Roll-up year – 2023
DVS Role’s
DVS facilitated Mr. Gupta’s transition from an existing family office practice to a high-growth business under the DVS platform. The Global Capability Center (GCC) managed operational complexities, enabling him to focus on strategic growth. DVS’s cross-selling expertise contributed significantly to client acquisition (30%), while regular strategic reviews (monthly, quarterly, and annual) ensured the business remained agile and scalable. By leveraging DVS’s network, operational expertise, and leadership support, Mr. Gupta was able to establish himself as a leader in the private equity secondaries space, setting a benchmark for future growth.
Growth in his business within three years.
Amount of his business driven by DVS’s cross-selling initiatives.
Seamless scalability enabled by DVS’s GCC, which provided unparalleled operational efficiency.
Proven Success
At DVS, we don’t just promise growth—we deliver it. Our CPA partners have expanded their firms, increased revenue, and unlocked new opportunities through our scalable platform and strategic support.
Our Ideal Partners
If your firm has a growth mindset, a strong foundation, and the drive to scale, DVS may be the right fit. Our platform is built for firms ready to expand and maximize potential.
A successful partnership starts with a firm that has a solid foundation. We work with firms that have demonstrated stability, integrity, and a commitment to delivering high-quality services.
Thriving firms embrace innovation, adapt to change, and seek opportunities to grow. We partner with leaders who are forward-thinking and ready to evolve.
Successful scaling requires the right systems, talent, and agility. We partner with firms that recognize the complexities of growth and are prepared to navigate them.
Free Download
Download our brochure to learn how DVS You™ empowers CPA firms to scale operations, embrace innovation, and achieve sustainable growth.
Lets’ Grow Together
Whether you’re scaling your practice, seeking investment opportunities, or exploring innovative solutions, DVS is here to help you achieve lasting success.
DVS Global Advisors LLC
100 Park Avenue, Suite 24, 16th Floor,
New York, 10017
#1 Home Place, Unit A
Greenwich Connecticut
06830
