How the BAT Business ecosystem works

BAT Business Services is a strategic holding company building the next generation of accounting and advisory firms. Rather than selling a single tool, it develops an ecosystem of connected ventures — a service model, software, and a training nonprofit — that reinforce one another across the profession.

It was founded by Bart Troyer, a CPA and operator, around a simple idea: the firms of the future combine human judgment with modern systems so accountants can serve business owners better.

Each venture solves a different part of the same problem. MyConcierge.CPA gives a firm a proven service model. BAT Flow gives that model the workflow and client-communication software to run cleanly and stay transparent. BAT Academy develops the people who staff and grow the firm.

Together they form a loop: the service model defines how great work gets delivered, the software makes it repeatable and visible to clients, and the Academy feeds trained professionals back into firms running the model — so capacity grows without quality slipping.

Most tools fix one symptom. A better dashboard doesn't help a firm that lacks a service playbook; a great playbook stalls without software to run it; and both break down without trained people to execute. Building the three together means each venture makes the others more effective instead of leaving gaps between disconnected point solutions.

Primarily local and independent CPA and accounting firms that want to modernize how they work and communicate — plus the business owners those firms serve, who benefit from clearer, more timely financial insight. BAT Academy also serves early-career professionals entering the field.

The ventures are in active development, rolling out in stages rather than launching all at once. The roadmap moves through the service model, a software MVP, the training nonprofit, and pilot CPA-firm partnerships. If you want to be part of an early cohort or pilot, the best next step is to get in touch.

Turnkey means the model arrives ready to run. Instead of asking a firm to invent its own processes for tax compliance, bookkeeping, and proactive client communication, MyConcierge.CPA provides the structure, workflows, and standards for delivering those services well.

The goal is to hand a firm a working operating model it can adopt — so owners spend less time engineering process and more time serving clients.

It focuses on modernizing the core of a practice: tax compliance, bookkeeping, and — critically — proactive client communication, so clients hear from the firm with useful insight rather than only at deadlines.

No. The model is designed to modernize an existing firm, not force a teardown. It layers a stronger service model onto the practice you already have, so you can adopt better systems and communication without starting from scratch.

Outsourcing hands work to someone else. The turnkey model instead strengthens how your own firm delivers — giving you the playbook, workflows, and communication standards so the improvements stay inside your practice and compound over time.

BAT Flow is the software venture — workflow and client-communication tools built for firms and the business owners they serve. Think simple dashboards and tax-planning insights that translate accounting into something a business owner can actually use.

It was previously introduced as “BAT Software” and was renamed to BAT Flow to give the product a clearer, distinct identity.

The service model defines how work should be delivered; BAT Flow is how that work runs day to day. It carries the model's workflows and turns the behind-the-scenes accounting into clear, timely communication clients can see.

In practice, a firm running MyConcierge.CPA uses BAT Flow to keep engagements moving and to surface insight to clients proactively — so the promise of the service model shows up as a real, visible client experience instead of staying internal.

They're built to work best together, because the software is designed around the service model's workflows and communication standards. That said, the tools are focused on a universal need — giving business owners simple, timely financial clarity — which is valuable to any firm that wants better client communication.

Clarity without complexity. Instead of dense reports, owners get simple dashboards and tax-planning insight delivered at the right moment — so they understand their numbers and can make decisions, without needing to speak fluent accounting.

BAT Academy is the nonprofit training venture. Its purpose is to help young professionals enter accounting with confidence, discipline, and practical, real-world skills — closing the gap between classroom knowledge and the way modern firms actually work.

The Academy develops talent trained on the same systems and standards the firms use. Because it teaches the modern, systematized way of working that MyConcierge.CPA and BAT Flow are built around, its graduates arrive ready to contribute inside firms running the model.

That creates a durable pipeline: firms modernizing through the ecosystem need capable people, and the Academy is designed to supply professionals who already understand how those firms operate.

Structuring it as a nonprofit keeps the mission — strengthening the profession and opening doors for new professionals — at the center, rather than treating training purely as a revenue product. It positions the Academy as a genuine pipeline for the field, not just a recruiting funnel.

Primarily young and early-career professionals looking to enter accounting well-prepared. It's also valuable to firms that want a reliable source of people trained in modern, systematized ways of working from day one.