CPA Overview

Are You Making the Most of This Opportunity?

It's what your clients already want. And what your competitors are already delivering. So whether you're waiting to expand into financial services - or looking to maximize this opportunity - now is the time to focus on expanding your practice.

More than ever, clients are looking for a single trusted source to coordinate their financial planning needs. And as a CPA, you're in a unique position to respond to this opportunity. Better still, it's a win-win for everyone involved. Your clients benefit from a coordinated approach to managing their finances. You benefit from new ways to develop your professional skills. And your firm benefits from new sources of revenue.

All You’re Looking for in a Financial Services Partner

A Consultative Approach

When you partner with our team, you’ll find we serve your clients the way you do. We focus on advising clients, not peddling products. We emphasize service-focused consultations, not transactions.

Not only are we available to consult with your clients, you can always consult with us. By tapping our expertise in planning, investments and insurance, you won’t be learning at your clients’ expense – or exposing your firm to unnecessary risk.

Control of Client Relationships

Our program gives you the flexibility to be involved as much – or as little – as you like in presenting planning and investment advice to clients. Regardless of the extent of that involvement, you remain the “quarterback” of your clients’ financial and tax plans…ensuring you complete control over the ongoing client relationships.

Hands-on Local Support

Most firms that claim to provide “local support” often give you just an 800 number to call. But as part of the Integrated Partners program, we’ll dedicate one of our local professional advisors to serve as an integral part of your operation. Committed to helping you “make it happen,” your advisor will come to your office each week on a day designated to financial services. During these on-site sessions, w e can focus on whatever you need to grow your practice – from meeting with clients to training your associates. For complex cases, our Integrated Partners team can also come to your assistance – whenever you need us.

Turnkey Marketing Program

As part of our proven approach, we can help you create a comprehensive, long-term marketing plan for your practice. Better still, we can help you implement it – assisting with everything from client seminars and marketing materials to direct mail and customized telemarketing campaigns.

Training and Compliance Assistance

As exciting as expanding into financial services can be, it’s not a move that can be taken lightly. Financial services is one of the most heavily regulated industries in the world. So as part of our program, we provide hands-on support in licensing and compliance issues as well as in-depth product and service training. Not only will we help you get up to speed faster we’ll work closely with you to ensure you remain in compliance.

Extensive Operational Support

Although Integrated Partners enables you to exponentially add services, it won’t tax your current operations. We provide complete back-office support, including execution, settlement and custodial services and access to technical support. We’ll also advise you on how to structure your business, set up your office, enhance your revenue flow and insure your practice.

Implementing An All-in-One Program to Grow Your Practice

• Step 1. Practice Profile – This in-depth review provides an invaluable assessment of your practice’s infrastructure. Together we’ll evaluate our firm’s current strengths and weaknesses as well as pinpoint opportunities for future growth. As we evaluate your practice, we’ll customize our recommendations about the best way to work together, based on your firm’s unique operation and culture.
• Step 2: Client Segmentation – Based on our experience working with CPA firms all across the contry, we can work with your existing practice management software to uncover hidden potential in your client database We’ll help you segment your clients into detailed, precise categories that identify promising opportunities for expanding your services.
• Step 3: CPA Marketing Plan – Our program includes a step-by-step proven plan for offering new services to current clients, attracting new clients and growing your business. Besides helping you design the plan, we help you implement it with support ranging from seminars and client appreciation events to direct mail and telemarketing programs.
• Step 4: Office Set Up – Before you “open your doors” to financial services, we make sure you’re ready for business. We personally come on site to help set up your practice, instructing and training your staff on file maintenance, proper signage and compliance related issues for this highly regulated business. We also work with you to make sure your staff fully understands this important new business your firm has undertaken.