M³Strategy & Solutions

      Modernization

      Mindshift

      Momentum 

Your firm. Your future. Transformed.




M3 Strategy & Solutions (MSS) offers advisory services to help assurance-based professional service firms improve quality, optimize operations, and rethink service delivery to adapt to industry challenges. Our team brings deep industry expertise and proven transformation experience to provide you with unique insights, strategies, and scalable solutions to enhance audit outcomes and business growth at your firm.


We partner with your firm to shape strategy, improve service delivery, strengthen quality management systems, and drive organizational transformation. We tailor every solution to your firm’s needs aligning people, processes, technology, and culture to achieve lasting impacts. From strategic advisory through hands-on project management and change management support, we help you turn vision into measurable results

Our Services

Tailored to your needs.



Strategy Solutions

Enhance firm-wide performance and accelerate growth.

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Quality Management Solutions

Scalable solutions to help you be successful in implementing and operating a new quality management system.

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Service Delivery Solutions

Optimize how engagements are executed, improving efficiency, quality, and team and client experiences.

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MEET OUR LEADERSHIP TEAM



Led by industry experts with over 100 years of combined experience in all facets of assurance business.

Bill Tomazin


Managing Principal

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Mike Keys


Managing Principal

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Alicia Forte


Managing Director

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Exclusive Value We Bring


Engagement with top level executives with direct access to top-tier industry leaders.


Deep expertise in emerging quality standards (SQMS, ISQM and QC 1000), and Big 4 and Top 100 assurance business transformation


Outside in perspectives that bring new ideas, tested solutions and innovative insights to shape your strategy 


Experienced professionals in transformation, process improvement and change management.


Understanding change from multiple perspectives, including clients, lead partners, engagement teams, assurance firm leadership and outside interests. 


Cross industry insights and benchmarking against leading practices