Accuity
Accuity Didn’t Just Join Current. They Activated the Platform.
From technology transformation to operational alignment, Accuity leveraged the full power of the Current platform immediately following close. By combining strategic guidance, technical expertise, structured integration support, and a shared vision for what’s next, Accuity accelerated modernization efforts that would have been difficult to execute alone—creating momentum across the firm and laying the foundation for long-term growth.
Turning Technology Into a Growth Lever
Immediately following close, Current’s Technology Transformation team partnered with Accuity to conduct a comprehensive assessment of the firm’s existing systems, infrastructure, and workflows. Together, the teams identified opportunities to improve efficiency, strengthen operations, and modernize key platforms—culminating in a strategic roadmap focused on accelerating technology-enabled growth.
Building a More Connected Operating Model
Current provided more than recommendations—we helped operationalize the plan. Through a detailed integration playbook, structured project management, and ongoing coordination, Current served as the connective tissue across teams and functions that had previously operated in silos. The result was a more aligned, collaborative, and scalable operating model.
Accelerating Progress Through Shared Expertise
One of the key reasons Accuity partnered with Current was access to specialized technology expertise and implementation support. While the firm had long recognized opportunities to modernize its tech stack, the platform provided the additional resources, prioritization, and execution support needed to move forward with confidence. Together, the teams are now on track to launch a new practice management system on June 1, 2026.
"Current helped us turn ideas into execution. The combination of technology expertise, strategic guidance, and hands-on partnership gave us the momentum to move critical initiatives forward faster than we could have alone."
— Cory Kubota, CEO, Accuity
Success Stats
- Completed comprehensive technology and infrastructure assessment post-close
- Developed strategic roadmap across security, infrastructure, and operational systems
- Created detailed integration playbook to support scalable growth
- Improved cross-functional coordination and communication across teams
- Accelerated implementation of a new practice management system targeted for launch on June 1, 2026
- Leveraged Current’s Technology Transformation expertise to prioritize and execute modernization initiatives faster and more efficiently
What would you do with more time?
TKR Advisors
"Current gave us the confidence to pursue opportunities we may not have been able to support on our own. The combination of scalable capacity, technical expertise, and consistent collaboration allowed us to grow without compromising quality or client experience."
Kelly Toole, Managing Partner, TKR
Accuity
"Current helped us turn ideas into execution. The combination of technology expertise, strategic guidance, and hands-on partnership gave us the momentum to move critical initiatives forward faster than we could have alone."
Cory Kubota, CEO, Accuity
Larson Gross
"The responsiveness and technical execution completely changed the conversation. What started as a test engagement quickly became a much larger opportunity because the teams delivered exactly what they promised."
Kelli Visser, Managing Partner, Larson Gross
Reid
"Current gave us the infrastructure, expertise, and support to scale faster than we could have independently. The platform helped us turn strategic growth opportunities into real momentum for the firm."
Jason Saladino, Managing Partner, Reid