A Proactive & Holistic Approach to Your Accounting Practice

What Business Owners Want From Their CPA


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:

  • Retirement Planning
  • Qualified Plan Distribution
  • Complex Income Tax Mitigation
  • Estate Planning
  • Business Succession
  • Employee Retention Strategies
  • And more

If Your Firm Isn't Providing It Your Clients Will Go Elsewhere


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.

How We Can Help


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 This is very different from the outdated Third Party Referral Model where you must form a dozen or more different relationships outside your company.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.

Why Work With Us?


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:

  • Business Exit Planning 
  • Business Financing
  • Business Valuation
  • Charitable LLC
  • College Planning
  • Cost Remediation & Merchant Processing
  • Cost Segregation
  • ESOPs
  • Fully Insured Qualified Plans
  • Life Insurance
  • Long Term Care
  • Premium Financing
  • Qualified Plans
  • R&D Tax Credits
  • RMD Remedy/Pension Plans
  • Social Security Timing
  • Tax and Estate Planning
  • WOTC - Work Opportunity Tax Credits 
  • And More

Additional Benefits You Receive Working With Us


  • Provide more value to your clients
  • Better client retention
  • One point of contact for the client for all their financial needs
  • You shift from a referral-based reactionary professional competing as a commodity to  a proactive trusted adviser who acts as a "one-stop shop" for your clients
  • World class results from some of the best specialists in the country
  • Reduce the risk of losing your best clients by being more proactive
  • Increase organic growth by giving your clients a unique story to tell. Instead of the client telling their friends about somebody their CPA referred them to and the good work they did, they're talking about the CPA and the exceptional work their CPA did
  • Create an additional revenue stream from your existing client base
  • Able to charge larger planning fees for advanced tax planning services
  • Expand your brain-trust and client satisfaction by working with a team of specialists providing world-class results
  • You get your life back making more money while working fewer hours
  • Your own business valuation increases

Apply now to see if you qualify

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