CPA Team Based Partnership

As a successful CPA, we recognize that you are your client's go to and most trusted advisor.

Our approach keeps you at the center of the process!

Watch our introduction to the CPA Team Based Partnership Model below.

The CPA Team Based Model is a proven system that allows our elite CPA partners to multiply the value they provide to their key clients by delivering proactive tax and financial planning insights, creating brand new revenue opportunities, and doubling or tripling in-coming client referrals to your practice.

Stop referring out your best clients using the outdated third party model when the CPA Team Based Model allows you to reinforce your role as the go to advisor on their team and become the proactive comprehensive tax planner that your clients are searching for.

Ready to take action?

Schedule an introductory meeting to explore whether or not the CPA Team Based Partnership model is a good fit