General Info

CPA Team Based Model Consultant I have an extensive background in financial planning, with a specific expertise in working with CPAs. As a CPA Team Based Model Consultant, I help CPAs: • Reduce the risks that come from referring clients to third parties • Reduce the risk of losing clients by being more proactive • Provide more value and increase client satisfaction • Expand their "brain-trust" by working with some of the country’s best specialists • Increase organic growth by giving clients a story worth sharing with family and friends The economic conditions over the last 5-10 years have created a serious demand for CPAs to become much more proactive and act as the ‘trusted business advisor’ for their clients. The majority of CPAs aren’t able to keep up with these shifting demands in addition to all of the tax law changes. As a CPA Team Based Model Consultant, my team and I can help with this new reality.