As the managing partner of FMA, C.P.A., a tax and advisory firm based in Clearwater, FL, Mark Martukovich is building a firm that focuses on matching clients’ tax plans with their short- and long-term goals.

Since joining the firm in 2009, Mark tried to build a business model that promoted the practice as an advisory firm. However, he struggled with a clear message and delivery method. In 2014 he attended his first Partner Summit, where he was introduced to the Breakthrough Firm concept — and he knew he’d found the model he needed to transform the firm.

He took the next step with the Thomson Reuters Practice Forward offering, becoming one of the first Practice Forward “graduates.” Since then, Mark has been successfully transitioning his firm from a traditional tax practice to a business advisory and accounting firm.

Since 1989, FMA, C.P.A. has been providing tax and accounting services and is in its fourth full year of business advisory services. While the compliance practice has maintained its stronghold in the market, the advisory firm has grown to 30% of overall revenue in just over four years. The firm’s two divisions initially operated as separate entities but now work together to serve its clients on a forward-thinking level, rather than one that’s focused on client historical results.