Elite Team for CPAs - It All Starts with a Proactive Approach

It All Starts with A Proactive Approach!

According to the AICPA, CPAs are now expected to be their clients 'most trusted business advisor'.  There's been a dramatic shift, as CPA Horizons 2025 pointed out, a CPA is no longer defined by 'traditional services such as tax preparation, audits and financial statements'.  In fact, 72% of Business Owners left their CPA because they only received 'reactive services'.
In this shifting landscape, firms that will thrive in the future will learn how to use this trend to their advantage rather than struggle against it.
The CPA Team-Based Model is used to help accoutants build a practice that:
  • Improves 'work/life balance' by creating recurring revenue
  • Maintains complete control of the client experience
  • Delivers clients a unique "Virtual Family Office" experience
  • Expands the 'brain-trust' by working with some of the country's top specialists
  • Increases client satisfaction through proactive planning
  • Increases organic growth by giving clients a story work sharing with family and friends

From the simplest of account roll-overs to the most complex tax mitigation, the CPA Team-Based Model can help.  Deliver your clients more value, click the button to enter your information.


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