Complete Marketing Platform

Our platform allows you to leverage the unique position you are in as a CPA to drive additional streams of revenue.

Complete Marketing Platform

We provide all the tools and resources necessary to take advantage of this unique opportunity, including:

  • Identifying where the current opportunities in your business exist.
  • Assistance with the development of execution plan that the CPA and strategic advisor partner can use to:
    1. Understand the client base and identify target marketing opportunities.
    2. Leverage changes in tax code in marketing and outreach.
    3. Share best practices across participating CPA firms.
  • Competitive information.
  • Case illustration software.

Contact Us

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