As a CPA, you’ve worked hard to build a successful business that positions you as your clients’ trusted advisor. But are you confident that you’re providing them with the best service possible? With clients having access to information like never before, they’re more educated than ever and demand a one-stop-shop for their financial needs. That’s where the CPA Advantage program comes in.
The CPA Advantage program integrates wealth management and insurance services into your practice, allowing you to better support your clients’ needs. Financial advisors and accounting professionals have traditionally operated independently, but both are realizing just how valuable a resource the other can be. By partnering with American Wealth Strategist and Centric Advisors, you’ll have access to the solutions and strategies that your clients need to grow and preserve their assets.
CPAs and financial advisors offer different services, but they complement each other. Working together, you can provide clients with more value-added services that help them achieve their goals. As your clients’ trusted advisor, you already have their trust and respect. By partnering with American Wealth Strategist and Centric Advisors, you’ll have the tools and resources to expand your service offerings and further solidify your position as their go-to financial professional.
If you’re interested in growing your business and providing more value-added services to your clients, consider enrolling in the CPA Advantage program today. With the CPA Advantage program, you’ll have access to a wide range of resources and support that will help you take your business to the next level. Don’t miss out on this opportunity to enhance your practice and better serve your clients.
If you are interested in learning more about how this opportunity can benefit your CPA firm, schedule a call with Mike Miller today. Click here to choose a time that works for you now.