Sterling Practice Management
Sterling Practice Management is a US professional-services consulting firm, founded in 1983 and headquartered in California, that sells training, consulting, and management methodology to SMB owner-operated professional practices, primarily CPAs and other licensed practitioners.
- Company typePrivate
- Founded1983
- HeadquartersGlendale, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Sterling Practice Management does
Sterling Practice Management, legally Sterling, Inc., is a privately held professional-services consulting firm founded in 1983 and headquartered in La Canada Flintridge, California. The company sells practice-management training, consulting, and methodology to owner-operated professional practices, with CPAs as its primary segment (in-market since 1993) and secondary verticals spanning podiatry, optometry, dentistry, orthodontics, veterinary medicine, physical therapy, and chiropractic care. Sterling has trained more than 176,000 professionals, delivered over 516,000 consulting hours, and served clients from more than 1,700 US cities across all 50 states.
Sterling Practice Management firmographics
Firmographics- Name
- Sterling Practice Management
- Legal name
- Sterling, Inc.
- Website
- https://sterling.us
- Company type
- Private
- Founded year
- 1983
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Sterling Practice Management is a US professional-services consulting firm, founded in 1983 and headquartered in California, that sells training, consulting, and management methodology to SMB owner-operated professional practices, primarily CPAs and other licensed practitioners.
- Ownership category
- akta.pro rank
Where Sterling Practice Management is headquartered
LocationHeadquarters
- HQ city
- Glendale
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Sterling Practice Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Essentials of Practice Management (EPM) Program: Comprehensive consulting and training program that includes in-depth business analysis, management courses at Sterling Academy, one-on-one consulting with Senior Consultants, and access to workshops nationwide. The program addresses practice-specific issues and provides ongoing support.
- Executive and Management Training Courses: In-person courses at Sterling's Glendale facility covering communication, organization, productivity, stress management, and executive skills. Delivered with theory and practical exercises under trained instructors.
- Online Courses: Self-paced online courses for staff training in practice management basics at their own office. Includes The Fundamentals of Communication, Basics of Organization, How to Increase Productivity, and other courses. Supervised online by Sterling Course Supervisors.
- Weekend Workshops: Regional workshops conducted across the country covering topics like customer service, efficiency, staff performance, marketing, time management, and practice growth. Included free with EPM Program membership.
- SPEEDO Program: Specialized Program for Expansion and Efficiency Delivered in Office - customized on-site training and implementation programs for clients needing intensive in-office support.
- Free DVD with Consultation: Free Practice Solutions DVD showing Sterling's 'Successful Practice Management' seminar, offered with a customized practice consultation. Serves as lead generation for paid programs.
Go-to-market motion2 records
Distribution channels5 records
Marketing channels8 records
Sterling Practice Management product offering
Product offeringCore offering
Sterling Practice Management is a consulting and training firm that helps owners of professional practices (primarily CPAs and accountants) build smooth-running, profitable offices. Its flagship Essentials of Practice Management (EPM) Program combines in-depth business analysis, in-person training courses at Sterling Academy, one-on-one consulting with Senior Consultants, and access to nationwide workshops. Offerings are grounded in the proprietary Hubbard Management Technology framework and supplemented with online courses, regional seminars, and the SPEEDO on-site implementation program.
Product overview
Sterling Practice Management offers a comprehensive practice management ecosystem centered on the Essentials of Practice Management (EPM) Program, which combines in-depth business analysis, management training courses (including Improving Business Through Communication, Overcoming the Stresses of Work and Life, Winning in the Game of Life and Work, and Executive Basics), one-on-one senior consultant consulting, and nationwide workshops. The company provides online courses for staff training and the SPEEDO on-site implementation program. Additional resources include a free Practice Solutions DVD as a lead magnet, a Personnel Manual, and an Online Practice Analysis tool. All offerings are based on Hubbard Management Technology and come with a lifetime warranty allowing free course retakes. The company serves multiple professional verticals including accountants, dentists, optometrists, veterinarians, physical therapists, chiropractors, and podiatrists.
Differentiator
Problem solved
Functional benefit
Products and services
- Essentials of Practice Management (EPM) Program
Quantifiable outcome
- Profitability increases of 600% reported by individual clients
- +5 more outcomes
Companies that use Sterling Practice Management
Customer profileNamed customers11 records
Segments8 records
Ideal customer profiles2 records
Sterling Practice Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Sterling Practice Management partnerships and signals
Strategic signalScale indicators8 records
Recent moves5 records
Expansion highlights4 records
Sterling Practice Management competitors and assessment
Company assessmentDirect peers
- Canopy: A practice management suite for accounting firms offering workflow, document management, and client engagement features. Comparable to Sterling because both target accounting firms with practice management solutions, though Canopy is software-based and Sterling is services-based.
- Practice Management Institute: A training and certification provider for medical practice managers. Comparable to Sterling because both offer practice management training and consulting to professional practices, though PMI focuses specifically on medical practices and Sterling spans more verticals.
- Advisors Excel: A business consulting and growth services provider for financial advisors. Comparable to Sterling because both offer practice management consulting for professional practices, though Advisors Excel focuses specifically on financial advisors and Sterling focuses on healthcare and accounting.
- The Pareto System: A coaching and consulting firm for accounting firms, focused on practice management, technology adoption, and growth. Comparable to Sterling because both target CPA practices with management consulting services, with overlapping customer profiles and similar delivery models.
- Karbon: A workflow and practice management software platform designed for accounting firms. Comparable to Sterling because both serve accounting firms with practice management solutions, but Karbon delivers via software while Sterling delivers via in-person consulting and training.
- The Modern Firm: A consulting firm providing practice management services specifically for solo and small law firms. Comparable to Sterling because both offer practice management consulting for professional practices, though Sterling serves healthcare and accounting while The Modern Firm focuses on legal.
- TaxDome: An all-in-one practice management platform for tax and accounting firms, including CRM, document management, and client portal features. Comparable to Sterling because both serve tax professionals with practice management solutions, though TaxDome is a SaaS product and Sterling is a services business.
- Firms for Tomorrow: A growth consulting firm specifically serving CPA firms across the US, advising on practice management, partner transitions, and firm growth. Directly comparable to Sterling because both serve the same primary vertical (CPA practices) with management consulting services, though Sterling has broader vertical reach.
Broad incumbents
- ActionCOACH: The world's largest business coaching franchise, serving small and mid-sized businesses across all industries. Comparable to Sterling because both provide consulting and coaching for business owners, but ActionCOACH is a much broader, horizontal coaching franchise rather than practice-specific.
Emerging players
- Botkeeper: An AI-powered bookkeeping automation platform serving accounting firms. Comparable to Sterling because both improve accounting practice efficiency, but Botkeeper is an AI software product that represents a different — potentially disruptive — delivery model for the outcomes Sterling delivers via consulting.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
Sterling Practice Management social profiles
Digital presenceSterling Practice Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Sterling Practice Management leadership team
Management profileNumber of profiles
Profiles1 record
Sterling Practice Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Sterling Practice Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Sterling Practice Management
What does Sterling Practice Management do?
Sterling Practice Management is a consulting and training firm that helps owners of professional practices (primarily CPAs and accountants) build smooth-running, profitable offices. Its flagship Essentials of Practice Management (EPM) Program combines in-depth business analysis, in-person training courses at Sterling Academy, one-on-one consulting with Senior Consultants, and access to nationwide workshops. Offerings are grounded in the proprietary Hubbard Management Technology framework and supplemented with online courses, regional seminars, and the SPEEDO on-site implementation program.
Is Sterling Practice Management a public or private company?
Sterling Practice Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Sterling Practice Management founded?
Sterling Practice Management was founded in 1983. It employs 51 to 100 people.
Where is Sterling Practice Management based?
Sterling Practice Management is headquartered in Glendale, United States, in the North America region.
How does Sterling Practice Management make money?
Six revenue lines are on record. Essentials of Practice Management (EPM) Program is the primary driver. The others are executive and Management Training Courses, online Courses, weekend Workshops, SPEEDO Program and free DVD with Consultation.
Who are Sterling Practice Management's main competitors?
Direct peers on record are Canopy, Practice Management Institute, Advisors Excel, The Pareto System, Karbon, The Modern Firm, TaxDome and Firms for Tomorrow. ActionCOACH is listed as a broad incumbent. Botkeeper is listed as an emerging player.
Does Sterling Practice Management have an API?
No public API is recorded for Sterling Practice Management.