Meet INSIGHT2PROFIT at Accounting Today's PE SUMMIT 2026
Unlocking Greater Profitability for Accounting Firms
Whether preparing for a transaction, integrating acquisitions or pursuing organic growth, accounting firms face increasing pressure to deliver stronger financial results. INSIGHT2PROFIT helps accounting firms uncover and capture opportunities to improve profitability through data-driven pricing strategies, enhanced commercial processes and sustainable execution. Our team works with accounting firms to address critical challenges, including:- Pricing and rate optimization: Align pricing with the value delivered while improving effective rates and realization.
- Client and engagement profitability: Identify margin improvement opportunities across clients, service lines and offices.
- Revenue leakage: Uncover opportunities to improve billing practices, discounting and fee realization.
- Post-acquisition value creation: Establish scalable pricing strategies and processes that support integration and profitable growth.
- Sustainable commercial performance: Equip firm leaders with the insights, tools and processes needed to drive lasting financial results.
Meet Our Experts at PE SUMMIT
Justin Seefeldt | Managing Principal
Justin is a Managing Principal at INSIGHT2PROFIT and brings 15 years of experience as a management consultant focused on pricing, sales and marketing strategy. Over the past decade, Justin has spearheaded over 70 engagements across various industries concentrating on pricing and profit strategy, resulting in delivering clients more than $1B of value creation. Justin earned his MBA in Corporate Finance and Marketing Strategy & Planning from DePaul Driehaus College of Business, Kellstadt Graduate School of Business and a B.S. in Consumer Economics & Finance from the University of Illinois Urbana-Champaign.Jake Simmons | Principal
Jake brings more than a decade of experience in pricing strategy, analytics and profit optimization. He specializes in translating complex data into actionable pricing strategies and practical solutions that drive sustainable results. Justin and Jake work with accounting firms to identify opportunities for margin improvement, optimize pricing practices and strengthen financial performance.Proven Experience. Measurable Results.
INSIGHT2PROFIT is trusted by nearly 1 in 4 of the nation's top 25 public accounting firms. Our experience includes:- 4.5% effective rate lift in the first year of a PE-backed CPA firm with more than $1 billion in revenue.
- 700-basis-point improvement in direct margins across underperforming offices for a publicly held CPA firm.
- 8% effective rate increase in the first year for a PE-backed accounting firm with less than $500 million in revenue.
Let's Connect At The Event
Justin Seefeldt
Justin is a Managing Principal at INSIGHT2PROFIT and brings 15 years of experience as a management consultant focused on pricing, sales and marketing strategy. Over the past decade, Justin has spearheaded over 70 engagements across various industries concentrating on pricing and profit strategy, resulting in delivering clients more than $1B of value creation.
Prior to joining INSIGHT, he spent several years at a Fortune 500 wholesale distributor, focusing on strategic pricing, private brand management, and commercial analytics.
Examples of Justin’s experience include:
- Collaborated with an industrial holding company to develop a scalable pricing structure and process across more than 40 individual businesses, yielding over $30M of EBITDA impact and 500 basis points margin improvement
- Achieved over $10M of EBITDA impact for an omni-channel building products manufacturer by developing a gross-to-net waterfall that identified key areas of profit leakage and creating corresponding strategies to mitigate them
- Served as a centralized pricing function for a Fortune 500 multinational specialty manufacturer to coordinate pricing strategy and action plans across businesses, executing a $400M pricing action against downward margin pressures
Justin earned his MBA in Corporate Finance and Marketing Strategy & Planning from DePaul Driehaus College of Business, Kellstadt Graduate School of Business and a B.S. in Consumer Economics & Finance from the University of Illinois Urbana-Champaign.
Jake Simmons
Jake is a Principal with INSIGHT2PROFIT. Jake has more than 10 years of experience as a pricing professional, supply chain analyst, and B2B consultant. He leads a variety of pricing engagements with a focus on developing customer-specific custom applications and driving long-term profit optimization for clients.
Prior to joining INSIGHT, Jake spent 2 years in supply chain and demand planning for the Service Parts Supply Chain within the Advanced Molecular Imaging team at Philips Healthcare in Cleveland. There he managed demand forecasting and coordination of materials with the procurement and engineering teams. Jake was also a marketing and global pricing analyst with A. Schulman, where he assisted in establishing a global pricing center of excellence, including leading change management activities and training sales leaders on pricing scorecards.
Examples of Jake’s experience include:
- Drove a 5 percentage point net price contribution to the bottom line of a value-add chemical distributor through managing price adjustments, establishing a culture of value-selling/pricing, and delivering price and margin transparency
- Led the development and implementation of a custom quoting solution at a multi-billion-dollar technology manufacturer to drive price optimization at time of quote, resulting in improved pricing controls and achievement of price realization budget
- Delivered a 4.5 percentage point annual price increase for a rubber and plastics manufacturer through the construction of a price adjustment model, sales workshops and communication training with reps, and driving accountability to results
Jake earned his MBA in Economics from Kent State University, College of Business Administration, and a B.S. in Marketing from Miami University, with a Minor in Decision Sciences.