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 CPA / Wealth Advisory

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

Accounting firms can offer the following wealth management services:


  • Insurance Investment Vehicles
  • Retirement Planning, 401k Set-Up
  • Personal Financial Advisory
  • Personal Wealth Management
  • Securities and Options Trading
  • Other Investment, Tax Protection, and Retirement Support

Have specific clients in mind who would benefit from any of these supporting services? Interested in creating a more multi-dimensional economy of scale and passive revenue stream? Let us help by connecting you with the right partner for your vision!