CPA Advisors
Is your CPA firm ready for the next level?
Have you thought about formalizing financial planning in your CPA practice? CPAs follow a strict code of conduct that requires you to act with integrity, objectivity, and competence at all times; a code that we live by. We are uniquely positioned to teach you how to build out a Personal Financial Planning division under your roof.
Adding Personal Financial Planning to your practice will allow you to:
Increase revenue and convert that revenue to a residual income stream.
Attract more affluent clients.
Add more value to your existing client base.
Get your time back
We want to make sure our partnership with your firm is a great match for all parties involved. The first step is to schedule a call with our advisor team so we can learn more about each other.
We Can Teach You How To:
Transition your accounting clients to financial services clients
Provide rigorous, hard-nosed, and efficacious financial planning for your clients
Manage a financial services practice within a CPA firm
Developing business and marketing plans for your financial services practice
