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TRANSFORM OPERATE & MERGE®

Transform, Operate, and Merge can help CPA firms discover how to increase profits from their services to clients, improve the execution, efficiency, and performance monitoring as accounting services are being provided, and smooths out the process of expanding into new markets, merging with other firms, or creating new office locations.

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TOM has three pillars. First, Transform focuses on modernizing, innovating, and reshaping a firm to align with industry and market changes. Second, Operate, which focuses on execution, efficiency, and performance monitoring. Third, Merge, which helps expand market share and enhance service capabilities.

TOM is a strategic framework that uses Artificial Intelligence, robotics, advanced analytics and cybersecurity to transform CPAs into leaders delivering value to both their clients and their own firm, benefits designed to increase profitability. We help customize TOM to each client's organizational goals. It integrates seamlessly with cutting-edge solutions and cloud-native platforms.

TOM framework provides real-time dashboards and AI-driven analytics for continuously monitoring KPIs. By adopting it, you can become more competitive in global markets, providing clients with expanded service offerings and data-driven advisory services.

Harshwal Advisory has developed the TOM framework to ensure continuity and improvement in operational effectiveness and facilitate seamless organizational transitions.

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KEY FEATURES OF TOM

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Efficiency optimization

Reduces tedious work with streamlined workflows, automation, and expert support

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Risk mitigation

Proactive safety against financial, compliance, and cybersecurity risks

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Scalability and growth

Scale your business efficiently without stretching your resources thin

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Secure and compliant

Safety against cyber threats by keeping your financial data protected

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Data-Driven Decision Making

Utilize AI analysis and real-time insights to make informed strategic decisions

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Seamless Integration & Adaptability

Easily integrates with existing accounting systems and adapts to evolving industry standards

EXPERIENCE TOM IN ACTION

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[email protected]

(858) 605-6405

Southern California 11405 W. Bernardo CT, Suite A, San Diego, CA 92127

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