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Strategic Alliances
for Accounting Firms
& Their Centers of Influence (COIs)

Strategic Alliances

for Accounting Firms & Their Centers of Influence (COIs)

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