The Alliance Group

What The Alliance Group does

The Alliance Group is a privately held national consulting firm founded in 2012 and headquartered in Vienna, Virginia, that partners with the Office of the CFO to deliver advisory, implementation, and talent services. The firm operates six core service lines: Accounting Advisory (financial reporting, technical accounting, close optimization, audit readiness, policy documentation), Finance Advisory (FP&A, planning, management reporting, value-creation analytics, transaction readiness), Mergers & Acquisitions (transaction support, purchase accounting, carve-outs, post-acquisition integration, IPO readiness), Business Systems & Transformation (ERP implementation with deep specialization in NetSuite, Deltek Costpoint, and Unanet, plus FP&A platforms such as Anaplan, OneStream, Workday Adaptive, Vena, and IBM TM1), AI & Analytics (AI strategy, AI and automation solutions, data governance, reporting automation, and adoption enablement), and Human Capital Solutions (interim finance and technology leadership, project-based and surge staffing, executive search, and talent assessment).

The firm is staffed by 100+ consultants, predominantly former Big 4 professionals and industry veterans, and embeds them directly into client teams for project-based, time-and-materials, and contingency/retained engagements. Customers are concentrated in three primary segments — Private Equity sponsors and their portfolio companies, Public Companies, and Government Contracting — with named engagements spanning media, real estate/REIT, fintech, insurance, energy, life sciences, healthcare SaaS, education, and cybersecurity. The Alliance Group's technology stack is partner-ecosystem-driven rather than proprietary: it implements and optimizes third-party platforms (NetSuite, Deltek Costpoint, Unanet, SAP, Workiva, BlackLine, FloQast, RAMP, Anaplan, OneStream, Workday Adaptive, Vena, IBM Cognos, IBM TM1) and layers AI/automation solutions (including agentic AI MVPs) on top for clients, with case-study evidence of measurable outcomes such as close cycles cut from 45+ days to 10 days and audit cycles compressed from 11 months to 3.5 months.

The Alliance Group is a bootstrapped, profitable-looking private firm with no disclosed institutional funding or revenue. It has earned nine consecutive years on the Inc. 5000 list of fastest-growing privately held companies, four consecutive years as a Washington Post Top Workplace, and ACBJ recognition among the largest recruiters and temp staffing firms. The company is led by CEO Ed Barrow with co-founders Chris Rollin (Chief Strategy Officer) and Joe Rollin (Chief Delivery Officer), and in 2026 added five new Partners, a Philadelphia Region Market Leader, and a five-member Advisory Board chaired by Bobby Kelly, signaling formalization for the next stage of national expansion.

Name

The Alliance Group

Legal name

The Alliance Group

Website

https://thealliancegroup.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

101–250 employees

Short description

The Alliance Group is a national consulting firm serving the Office of the CFO across accounting advisory, finance advisory, M&A, business systems transformation, AI & analytics, and human capital solutions, deploying 100+ consultants to PE-backed and public enterprises.

Ownership category

akta.pro rank

Product category

Management Consulting - Financial & Accounting Advisory

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Management & Performance Improvement Consulting (BPAHACAF)

akta.pro secondary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Finance consulting services
• Cfo advisory
• Interim finance staffing
• Executive search
• Accounting advisory

Headquarters

HQ city

Vienna

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Consulting Services: Professional consulting services delivered by former Big 4 professionals and industry veterans. Engagements cover project-based consulting across accounting advisory, finance advisory, M&A support, business systems transformation, and AI & analytics. Services are staffed with experienced consultants embedded directly into client teams.
2. Interim Staffing: Placement of experienced interim finance, accounting, and technology professionals. The firm can deploy top talent within 48 hours for urgent needs. Interim professionals include CFOs, Controllers, CAOs, financial reporting specialists, and ERP implementers.
3. Executive Search & Permanent Placement: Executive search services for finance, accounting, and business systems leadership positions including C-suite (CFO, CIO, CTO, CAO), VP and Director-level placements, and technical specialists. Both contingency and retained search models available.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

The Alliance Group is a national consulting firm that partners with the Office of the CFO to deliver professional services across accounting advisory, finance advisory, M&A support, business systems and ERP transformation, AI and analytics, and human capital solutions (interim staffing and executive search). Engagements are staffed with 100+ consultants, primarily former Big 4 professionals and industry veterans, delivered as project-based consulting, embedded interim leadership, or permanent executive placements.

Product overview

The Alliance Group is a consulting firm that partners with the Office of the CFO to deliver strategic expertise across accounting, finance, business systems, and technology. The company operates as a unified platform of six core consulting service lines: Accounting Advisory, Finance Advisory, Mergers & Acquisitions, Business Systems & Transformation, AI & Analytics, and Human Capital Solutions. Each core service contains multiple sub-products/modules that provide specialized capabilities—for example, Accounting Advisory includes Financial Reporting & Close, Technical Accounting, Month-End Close Optimization, Audit Readiness & Support, and Accounting Policy & Documentation; Finance Advisory includes FP&A Design & Optimization, Planning/Budgeting/Forecasting, Management Reporting & KPIs, Value Creation & Performance Analytics, and Transaction Readiness; M&A spans Transaction Support, Purchase Accounting & PPA, Carve-Out & Divestiture, Post-Acquisition Integration, and IPO & Capital Markets Readiness; Business Systems & Transformation covers Vendor System Selections, Business Transformation & Process Optimization, ERP Implementation & Optimization (with specialization in NetSuite, Deltek Costpoint, and Unanet), System Integration & Data Migration, Change Management & Organizational Design, Financial Planning & Analytics Solutions, and Project Management & PMO; AI & Analytics includes AI Strategy & Roadmap, AI & Automation Solutions, Data Architecture & Governance, Reporting & Data Analytics, and AI Adoption & Change Enablement; and Human Capital Solutions offers Interim Finance & Accounting Leadership, Interim Technology Leadership, Project-Based & Surge Staffing, Executive Search & Permanent Placement, and Talent Assessment & Org Design. The portfolio is delivered by 100+ experienced consultants who are former Big 4 professionals and industry veterans, combining consulting expertise with flexible staffing and targeted executive search.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Advisory Consulting support for accounting and reporting needs from day-to-day close operations to complex technical standards and audit readiness, staffed with experienced CPAs, mostly former Big 4 professionals. Designed for CFOs and Controllers of PE-backed, public, and growth-stage companies needing technical accounting and financial reporting expertise.
• Finance Advisory Financial planning and analysis services including FP&A maturity assessments, long-range planning models, KPI framework development, and board/executive reporting package design. Targeted at CFOs, VPs of FP&A, and Boards seeking to build scalable finance functions.
• Mergers & Acquisitions Full M&A lifecycle support spanning pre- and post-close accounting, finance, and systems including purchase price allocation, post-acquisition integration, carve-out financials, and IPO readiness. Designed for PE sponsors, corporate development teams, and CFOs executing transactions.
• Business Systems & Transformation
• AI & Analytics AI strategy and readiness assessments, AI and automation solution builds, data architecture and governance, reporting and dashboard automation, and AI adoption and change enablement for the finance function. Targeted at CFOs, CAOs, and CIOs modernizing finance workflows with AI and automation.
• Human Capital Solutions Interim and permanent placement of finance, accounting, and technology talent covering CFO, CAO, Controllers, Financial Reporting, Technical Accounting, FP&A, ERP implementers, CIO, CTO, and technology leaders. Available via interim, surge, project-based, or executive search models. Targeted at PE sponsors, CFOs, and Boards needing senior finance and technology talent.

Quantifiable outcome

• Close cycle reduction: 45+ days to 10 days
• +5 more outcomes

Named customers15 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration14 records

AI capability8 records

Feature3 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• RSM US: RSM is a leading mid-market audit, tax, and consulting firm with dedicated transaction advisory, technology, and CFO advisory practices — directly comparable in customer segment and service-line mix, though at much larger scale.
• FTI Consulting: FTI provides corporate finance and business advisory services including transaction advisory, restructuring, and forensic accounting — overlapping with Alliance's M&A and finance transformation work, with deeper public-company and complex situation expertise.
• BDO USA: BDO is a top-tier accounting and advisory network with substantial SEC reporting, transaction advisory, and ERP implementation practices serving the same mid-market and PE-backed client base as The Alliance Group.
• Baker Tilly US: Baker Tilly is a top-15 US advisory firm with significant transaction advisory, business systems, and CFO advisory capabilities serving middle-market companies — comparable in customer segment and consulting mix, larger in scale.
• Alvarez & Marsal: A&M is a global professional services firm with a strong performance improvement and CFO advisory practice serving distressed, transitional, and PE-backed companies — a scaled incumbent competing for many of the same transaction and transformation mandates.
• Plante Moran: Plante Moran is a large mid-market accounting and consulting firm with transaction advisory, technology, and CFO advisory practices serving closely held and PE-backed companies — comparable in customer profile and service breadth to The Alliance Group.
• KPMG US: KPMG is a Big 4 firm with extensive finance transformation, ERP implementation, and M&A advisory practices — competing for the same public-company, PE-backed, and government contractor engagements, with significantly larger resources.

Direct peers

• BPM LLP: BPM is a California-headquartered accounting and advisory firm serving PE-backed and growth-stage companies with audit, tax, and consulting services — a comparable mid-market alternative to The Alliance Group's full-service CFO advisory model.
• Centri Business Consulting: Centri is a Philadelphia-based accounting advisory firm focused on PE-backed and growth-stage companies across SEC reporting, technical accounting, and transaction services — closely overlapping Alliance's customer base and service lines.
• Accordion Partners: Accordion Partners is a finance and accounting consulting firm serving private equity-backed and mid-market clients with FP&A, M&A support, and interim CFO services — a near-direct comparable to The Alliance Group's core CFO advisory offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/allianceexec1
• Facebookfacebook.com/TheAllianceGroup1

Revenue estimate

Valuation estimate

Number of profiles

Profiles25 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Alliance Group