We help Accountants (CPA’s and EA’s) diversify and modernize to prepare for rapid industry changes.
By offering our exclusive Tax Planning Products – the Tax Blueprint and Tax Operating System – as well as leveraging all the other benefits, you will rise above your competition by providing truly proactive tax-strategy, while your competitors can only offer tax preparation. You will provide ongoing future benefits, while your competition will continue to look backwards as a historian.
You won’t be just another CPA or EA with the same story as all the others, you will be a valued business partner, who through tax planning, will be saving your clients tens-to-hundreds of thousands of dollars annually, which can be deployed as capital into their businesses, goals, and dreams.
Our Tax Products will give you the competitive edge. You will no longer be “just another Accountant”
HOW TO PREP FOR THE CALL
To make the call productive…
- What percentage of your practice is orientated to book keeping versus tax preparation?
- How do you market your business?
- What percentage of your clients are business owners?
We will discuss the particular benefits we provide and how they can help you achieve your goals, and tell you our history and why we are qualified to serve you.
Schedule a Call