A wellbeing partnership for the realities of accounting and advisory firms.
A private clinical channel for partners and senior leaders carrying busy-season intensity, regulatory exposure, and the weight of a thinning talent pipeline. Matched clinicians. Extended sessions. No firm visibility into care.
via telehealth
licensed clinicians
and 3 hours
out-of-network
A private clinical channel for the partner tier of an accounting and advisory firm.
This page is for managing partners, COOs, and people and wellbeing leaders at accounting and advisory firms scoping a partner-tier mental health channel that operates outside the firm's existing EAP and broader benefits stack. If that is you, the rest of this page is the briefing document.
CEREVITY operates as a clinical network with direct relationships between the network, the clinicians, and the partner firm. There is no third-party broker layer. Partners are matched, not first-served. Scheduling and intake run through CEREVITY infrastructure. Care is private-pay, out-of-network, and structurally outside the firm-sponsored channel by design.
Our clinicians are independent licensed professionals. Many have worked with senior practitioners in deadline-driven, regulated professions and understand the seasonal rhythm of public accounting from inside their consulting rooms. CEREVITY exists because the structural realities of EAP coverage leave the partner tier of an accounting and advisory firm without an appropriate channel of care, and because that channel needs to be built differently.
The clinical profile of an accounting partner is not the workforce-wide profile your EAP was built for.
The reasons your partners and senior leaders do not engage with the EAP are not failures of that system. They are inherent to how it was scoped. The partner tier of an accounting and advisory firm sits structurally outside what a workforce-wide program was designed to address.
Accounting and advisory partners present with a recognizable clinical profile: the cyclical extremes of busy season layered on year-round deadline pressure, the chronic weight of professional and regulatory liability, identity built on precision and an unforgiving standard for error, and the specific strain of leading thinning teams through a documented talent shortage. These are not workforce-wide concerns the EAP roster was built to address. They are the presenting issues of a small, high-responsibility population the firm depends on.
Workforce EAPs are structurally important and well-intentioned, but they are scoped around brief, solution-focused support and acute crisis. They are not a private-pay channel for ongoing depth-oriented work, and they are not built for the confidentiality posture a partner needs in a firm where reputation, licensure, and standing in the partnership are all in play.
What changes when the channel is built around this profile: matched clinicians with experience treating senior professionals in regulated, deadline-driven roles, session formats long enough to do depth work between deadlines, scheduling that respects the seasonal calendar, and a confidentiality posture that gives the firm no visibility into who has engaged or with what.
What CEREVITY clinicians actually treat in the partner tier.
The clinical scope is built around the presenting profile of accounting and advisory partners, not the workforce-wide profile an EAP is built for.
Busy-season burnout
Weeks of sustained overload into deadline, then a sudden drop, several times a year. Recovery capacity goes first, then the quality of judgment the work requires. Different from generalized stress, and treated differently.
Deadline-cycle pressure
Filing dates, close calendars, and regulatory deadlines arrive whether or not the team is whole. When the pressure never fully releases between cycles, it becomes its own clinical issue.
High-functioning anxiety
Performance maintained at cost. The return is filed, the audit holds, the client is reassured; the cost is invisible until it is not. Common in engagement and managing partners.
Liability and regulatory weight
Signing off carries professional, regulatory, and personal exposure that does not switch off after hours. The chronic vigilance of an unforgiving error standard is treatable work, not a price of the license to absorb in silence.
Decision fatigue under standards
Hundreds of technical and judgment calls a week, each one auditable after the fact. Eventually the cost shows up, and not in the obvious places.
Leading short-staffed teams
A documented profession-wide talent shortage means partners increasingly carry the work the pipeline no longer supplies. The strain of holding delivery together with fewer people is itself a treatable issue.
Identity fusion with precision
Decades of being defined by getting it exactly right means separating self-worth from an error-free record is its own clinical project. Particularly acute approaching retirement and succession.
Succession and equity transitions
Moving into or out of managing partner, practice leader, or equity roles is a clinical event, not just a career event. The isolation of those transitions is itself treatable work.
Three session formats, each chosen for the work.
Most benefits programs offer one session length. CEREVITY offers three, because different kinds of clinical work need different amounts of time. The choice is made between the clinician and the partner, not by what a payor will reimburse.
The steady cadence of ongoing therapy. Most clients spend most of their care in this format.
For work that needs more room than a standard hour. Focused work on a specific transition or decision.
For work that needs uninterrupted time to reach resolution within a single session rather than broken across weeks.
Because CEREVITY operates outside the insurance reimbursement model, session length is set by the clinical work, not by what a payor will reimburse. That is the structural reason all three formats, the 50-minute, the 90-minute, and the 3-hour, can exist on the same network.
Ready to scope a partner-tier briefing?
Briefings are scoped to your firm. We respond personally within 48 business hours with proposed times and any prepared materials relevant to the shape you are evaluating.
Request a briefingHow a partner gets matched, in five steps.
Matched, not first-served. Here is the process that produces the match for a senior partner.
The eligible individual submits a confidential intake form covering presenting issues, modality preference, professional context, and scheduling parameters. The form is operated by CEREVITY, not by a broker.
Intake is reviewed by CEREVITY's clinical leadership against the network's active capacity, current licensure footprint, and modality availability. This is the step that does not exist in an EAP.
A specific clinician in the network is matched to the partner based on the review. The partner receives the match with the clinician's profile, modality, and credentials, plus a direct online scheduling link.
The partner schedules directly through CEREVITY infrastructure. No phone handoff. First sessions are typically scheduled within 5 to 10 business days of the match.
Care continues with the matched clinician on the cadence the clinical work requires, in 50-minute, 90-minute, or 3-hour sessions, without an employer-imposed cap.
Capability comparison for Accounting & Advisory Firms.
A vendor evaluation framework on the dimensions that matter when scoping a leadership-tier offering for partners. Both models have a place. They are designed for different populations.
| Dimension | Typical EAP | Executive-tier point solution | CEREVITY |
|---|---|---|---|
| Network model | Broker layer between firm and roster of contractors; scales well to workforce-wide coverage | Single-vendor platform with W-2 or contracted clinician pool | Independent clinical network with direct relationships, no broker layer |
| Clinician assignment | First contractor to reply with availability; optimized for speed-to-first-session | Algorithmic matching on intake-form inputs | Clinical review of intake by network leadership against active capacity |
| Intake and scheduling | Phone handoff to clinician's line; verbal scheduling on callback | App-based intake; in-app scheduling | Network-operated intake; direct online scheduling, no phone handoff |
| Session formats | Standard 50-minute; capped session counts per issue | Standard 45 to 50-minute sessions | 50-minute, 90-minute, and 3-hour formats; no employer-imposed cap |
| Clinical scope | Acute, broadly applicable workforce concerns; intentionally generalist | Workforce-wide therapy and coaching, with executive tier branded on top | Built around presenting issues specific to Accounting & Advisory Firms |
| Modality fit | Generalist talk therapy; modality-agnostic roster | Generalist therapy; some specialty referral | CBT, DBT, and psychodynamic clinicians, matched to presenting issue and modality preference at intake |
| Reach | National via roster density; varies by region | National via telehealth, with roster density variation | Nationwide via telehealth |
| Payment model | Firm-sponsored; covered through benefits plan | Per-employee-per-month seat pricing | Private-pay; out-of-network; structured through partnership agreement |
| Firm visibility | Aggregate utilization reporting; broker-mediated | Vendor dashboards with engagement and utilization metrics | Administrative reporting only; no clinical content visible |
| Where each model fits | Workforce-wide acute support | Mid-tier ongoing care with executive add-on | Accounting & Advisory Firms, end-to-end |
What the firm sees, and what the firm does not.
For a partner-tier-tier mental health channel to function, the participating partner has to trust that engaging with it does not create firm visibility into their care. CEREVITY is designed around that requirement.
- Confirmation that contracted services were provided to eligible individuals.
- Aggregate utilization at the partnership level, where contractually appropriate.
- Invoicing and eligibility reconciliation.
- Nothing tied to a specific named partner's clinical content.
- Whether a specific named partner has scheduled, attended, or engaged with care.
- What clinical issues are being addressed, or which clinician is assigned.
- Session notes, treatment plans, diagnostic information, or progress data.
- Any attendance detail at the individual level.
Clinicians in the network are independent licensed professionals operating under their own licensure and the confidentiality and privacy obligations that attach to it. Protected health information is held within the clinical infrastructure and is not transmitted to the partner organization, and the agreements governing it are defined in writing before the partnership goes live.
Clinical records, session content, and individual engagement data sit inside the clinical platform and are not shared with the partner organization. The administrative layer is structurally separate from the clinical layer.
Eligibility lists are maintained on the partner side and confirmed against the network side at the point of intake. Administering eligibility does not require the partner to receive clinical information back.
A Business Associate Agreement is executed where the partnership structure requires it. The partnership agreement defines the administrative reporting scope explicitly, in writing, before the partnership goes live.
What the first 30 days look like.
The hardest part of a partner-tier-tier partnership is not the contract. It is the period between signature and the first partner in care. Here is how CEREVITY runs that period.
A 60-minute kickoff with your team and CEREVITY's partnership lead. We confirm the partnership shape, the eligibility model, the administrative reporting scope, and the internal owner on your side. The Business Associate Agreement, where applicable, is executed in this window.
Your team provides the eligible-individual list in the format your administrative systems support. CEREVITY confirms it against the network side and establishes the verification path that runs at the point of intake. No clinical data flows backward; only eligibility confirmation flows forward.
CEREVITY provides a confidential, partner-tier-appropriate internal comms template explaining the benefit, the privacy posture, and how to access intake. Your team adapts it to your voice. The communication is designed to be received without stigma.
Eligible individuals begin intake on their own cadence. First sessions are typically scheduled within 5 to 10 business days of each intake. By day 30, the partnership is operational and your internal owner has a quarterly review cadence with the CEREVITY partnership lead.
The business case for an accounting and advisory firm's leadership.
Three axes the managing partner, the COO, or the people function can defend in a budget conversation. The numbers will vary by firm; the structural argument does not.
At the partner tier, retention is a per-partner problem, not a workforce problem.
With the profession's pipeline shrinking and experienced talent concentrated in later-career age groups, the departure of a partner takes client relationships, technical depth, and years of firm-specific judgment out the door at once, and the replacement may not exist in the market. A clinical channel built for the realities of the partner tier pays for itself across very few prevented departures.
Partner performance is a leveraged input.
A partner running at reduced capacity is not a marginal loss to the firm. It is a leveraged loss across every engagement that partner oversees, every manager they develop, and every client relationship they hold. Recovery of clinical capacity flows downstream through the entire engagement structure.
Recruiting and the wellbeing signal in a shrinking pipeline.
With fewer candidates entering the profession, firms compete harder on culture and sustainability of a career. A named, confidential, partner-tier mental health channel is a differentiating signal in a thin talent market and a defensible answer when a rising manager asks what a long career at the firm actually costs.
Questions partners and their teams ask first.
Clinicians in the CEREVITY network are independently licensed professionals operating under their own licensure and the confidentiality and privacy obligations that attach to it. The handling of any protected health information, and the specific agreements that govern it including any Business Associate Agreement, are defined in writing in the partnership agreement before the partnership goes live, scoped to your firm's structure.
No. Administrative reporting only. The firm receives confirmation that contracted services were provided to eligible individuals and aggregate utilization where contractually appropriate. The firm does not see whether a specific named partner has scheduled, attended, or engaged, what clinical issues are being addressed, or which clinician is assigned. This is contractually scoped before the partnership goes live.
No. CEREVITY is a structural complement to it. Most firms keep their EAP in place for workforce-wide coverage and acute support, and add CEREVITY as the partner-tier private-pay channel for ongoing depth-oriented work that the EAP was never scoped to provide.
Clinicians in the CEREVITY network are bound by their licensure-specific mandatory reporting obligations. CEREVITY is not a reporting workaround and does not represent itself as one. For individuals with acute safety concerns, clinicians follow the standard of care their licensure requires.
No. CEREVITY is private-pay and out-of-network by design. The structure is intentional: it is the only way to deliver the clinical scope, session formats, and confidentiality posture the partner tier requires.
Pricing depends on the shape of the engagement, the size of the eligible population, and how the firm administers benefits. The briefing call is where we identify the right structure, and the cost falls out of that, not the other way around.
First sessions are typically scheduled within 5 to 10 business days of intake, depending on modality requirements and scheduling parameters.
Through a briefing call. Use the form below or email [email protected] directly. Briefings are scoped to your firm; we respond personally within 48 business hours.
Tell us about your firm. We respond within 48 business hours.
Briefings are scoped to your firm. Share a few details below and we will respond personally with proposed times and any prepared materials relevant to the partner-tier channel you are evaluating.
The structural argument on this page is based on the firsthand experience of CEREVITY clinicians who have served on EAP panels, combined with widely-published industry estimates of EAP utilization and Accounting & Advisory Firms-specific data where cited. Specific contractual scopes, including the administrative reporting boundary and the BAA structure, are confirmed in writing in the partnership agreement before any partnership goes live.
