Expanding Your Advisory Footprint
To accelerate growth by using our developed network of outside specialists. Expand your vision and grow by using external experts to augment your internal advisors.
Our group of vetted providers help CPA firms begin or expand their advisory capabilities. Our network has providers that can create cash, reduce costs, or create a strategy. These specialists provide a one time engagement or can become a permanent solution for your firm and your clients.
Examples of Our Relationships
- Merchant Credit Card Fee Reductions
- Worker’s Compensation Rate Audits
- Telecommunications Assessments
- Freight Assessments
- Specialty Tax Solutions
- Invoice Payment
- Health Care Consulting
- Specialty Advisory
- Risk Management
Help Your Firm & Your Clients
Imagine the impact when you tell a client they can save $25,000 or more a year by assessing a commodity expense. Or, identify an exposure or risk that could be hurting their business. Inefficiencies and unnecessarily high costs impact performance. Our relationships put your firm in the unique position to help clients and put your firm into the trusted advisor role.
Begin A Conversation
Discover how you can be seen by your clients as more than a tax or reporting provider. Learn how to open a prospects door with a differentiating message. Contact our team today.