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If you are running a CPA firm without a Wealth Advisory / Wealth Management offering, or vice versa, you are leaving money on the table.
How much money?
For $1m-$10m firms, 5-15% of your gross revenue as net profit in the next 12 months! In the next 3-5 years, as much as 50% of your gross revenue as NET PROFIT.
The best partnerships create residual revenue opportunities for Owners and Practice Leaders at Accounting Firms, and any Wealth Manager/Wealth Advisor with a license.
Wealth Management firms can offer the following accounting functions:
- Tax Planning and Tax Compliance
- CFO Services
- Financial Statement Compilations and Reviews
- Audit Protection and Attest Services
- Accounting and Bookkeeping Services
- Trusts, Estates, Power of Attorney, and Family Office Support