CPAs and Accountants are considered the "most trusted adviser." In an article in The Journal of Accountancy, May 2012, Eric Rigby, CPA/PFS,/CFF states, "What people really need is a partner...a financial confidante to talk to them about what's going on in their business."
The fact is, aside from tax preparation, audits and financial statements, business owners are increasingly looking to their CPA/Accountant, for help with many other needs, including:
Business owners expect their CPA to be proactive in finding ways to reduce expenses and reduce taxes. According to a 2014 survey by The Sleeter Group, 72 percent of small business owner respondents have changed their CPA or accounting firm in the past at least in part because the firm “did not give proactive advice, only reactive service.” More than 60 percent said this factor played a significant or large role.
We use a CPA team based approach. This is very different from the outdated Third Party Referral Model where you must form a dozen or more different relationships outside your company. With the old model you bear all the risk and get none of the rewards. You risk losing control of the process by referring out your clients. If the referral partner does a good job with your client you receive none of the credit. And if he doesn't do a good job it reflects poorly on you. It's a Lose/Lose proposition.
Neither do we expect you to hand over your list of clients to us.
Instead, with the CPA Team Based Model, we add to your company's brain trust. We become part of YOUR team. This allows you to operate much a like a "family office". Throughout the process you remain the quarterback. You call the plays, and we will help you execute the plan. You review every proposal before it's presented to the client.
Using the CPA Team Based Model we become a complete resource for you and your firm to provide the services your business clients need and want. Instead of having a dozen or more relationships you must form outside your company you work with one point of contact, a Team Based Model Consultant. A Team Based Model Consultant is there to provide you with whatever you need to take your practice to the next level. We will assist in educating you and provide what you need to remain at the center as your client's "most trusted adviser". We will help you identify planning opportunities and teach you how to have a proactive holistic practice. Our model means you receive all the credit from your clients for a job well done.
We are well-equipped to help you provide the advanced planning services your small business clients want. We will help you deliver more value to your clients with a minimal time commitment on your part. Together we will work to reduce your client's unnecessary expenses, reduce taxes and reduce risk. Our team's expertise is extensive and includes skills and experience in:
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