Targeted Coaching And Proven Processes
Tailored For The Growth Minded CPA
Our team is comprised of skilled accountants, financial advisors, and business professionals who have helped hundreds of CPAs develop sophisticated business practices and advanced growth strategies. We have worked with firms of every size to help them drive deeper alliances with financial advisors, transition to value based billing, and add business advisory services in order to serve the complex needs of high net worth clients and business owners.
We do this by providing coaching and resources to drive behavioral change in critical areas of an accounting firm. Our coaching is delivered by experienced practitioners — folks who have actually done it and have a track record of success. All of our services are provided in a confidential, supportive environment designed to help you tap into the collective knowledge of the financial services and professional services industries while also pulling best practices and insights from other sectors.
Through our Quantum Accountant program, we leverage our proprietary assessment tool to analyze key areas of you business and identify critical objectives to help you grow and become more profitable. Then we provide you and your team with expert coaching to help you develop the skills and focus you need to succeed and to meet the objectives outlined in the assessment.
Through our Core Advisor program, we work with you and your financial advisor to strengthen and deepen your working relationship, resulting in greater revenue and value for the client. If you don’t have a financial advisor partner, we can help you source and vet a qualified candidate through our national network of financial advisors.
VIRTUAL FAMILY OFFICE
Clients expect greater support and insight for addressing their personal finance and business needs. We provide you with the training and systems to leverage our team of experts and business advisory services to help address the most complex needs of your top clients and identify opportunities to leverage these services to drive revenue.
Expert guidance on how to prepare your practice to scale through acquisitions plus a marketplace of resources to help you find and finance a deal. When you are ready to plan you exit, our team of experts and network of ready buyers will help you get the best deal for you and your clients.
Just last week I received a $5 million referral. I’ve already built up several relationships, each with several hundred clients a piece.