How we assist CPAs and their clients?
You may need help expanding your practice
According to Data published by AICPA (American Institute of CPAs),75% of CPAs view alliance with experts as one of the most important factors to expanding into financial services
You may need help reducing risk of sending your clients to the competition with their advice.
“ The fact that we are able to employ these things in our firm now took us up to another threshold. Now we're in control of the situation from beginning to end such that we can prevent our clients from being taken advantage of and allow them to actually get what the intended to get. “
-Joe Mattocks, Firm Mgr, Forrestall CPAs
They are being asked to handle more topics for your clients that they are not equipped to address.
The Sleeter Group recently conducted research among decision makers at small and medium-sized businesses (SMBs) across the United States.
This research is a repeat of a study administered in 2014, which was presented at the AICPA/CPA2Biz SaaS Executive Round Table event. The study by Sleeter Group shows that 72% of clients who leave their CPA is due to lack of advice/services offered
You may need help standing out in a saturated market
They are currently over 250,000 licensed CPAs in the US today creating a significant saturation in the market and numerous competitors for traditional tax and accounting services.
You may need a plan to sell your practice
According to a recent KPMG study, a global network of independent member firms offering audit, tax and advisory services, as many as 50% of mid sized firms are considering change of control over the next 5 year and you'll need additional revenue to fund the transition.