Allan is a Price Waterhouse & Co. alum. In 1993, he started his own accounting firm, Ratafia & Co., CPAs, PC. In the late 1990’s, Allan developed a unique marketing and practice management system to efficiently manage the work flow so he could keep his staffing needs to a minimum and realize higher hourly fees. In 2003, Allan co-founded Build Your Firm.
Allan’s practice development system enabled him to build his own practice into a highly successful firm with hundreds of clients. The net result is that his practice runs efficiently (generates more than $300k in fees per full-time staff), they never work nights or weekends, and operates with profit margins more than twice the industry standard (higher than 70%). Today, Allan oversees his accounting practice, teaches his practice development system to thousands of accountants each year, plays softball and football recreationally, enjoys skiing in Vermont and takes several weeks of vacation each year.