The number one goal in any service industry is providing value to the client. If you didn’t care about your clients, you wouldn’t do what you do. Money is inherently emotional, and by serving your clients on a broader and deeper spectrum, you are able to a build deeper connections that last.

With tax seasons becoming increasingly demanding, profitability and scale for small and medium firms is difficult. Tax preparers looking to maximize their value to clients, and scale their practice, are moving into the financial advisory space where they can accomplish both objectives.

Your practice is something special, you built it after all. Our job first and foremost is to help you make the most of your current firm before helping you add other areas of service. We’ve consulted hundreds of companies collectively and have a wealth of experience that can help you better understand your own firm.

It may seem like a difficult thing to get started, but we will help you every step of the way, from getting FINRA licensed, finding the appropriate licensing set-up, training in AICPA and CFP based methodology, and building a business plan to make your new line of business a success.

Our goal is to build a long term relationship with you, and see your practice flourish. We will help you continually refine your strategy to grow. While we assist you with the asset management piece, you can focus on building the firm and lifestyle around it you want.