Portfolio Category: Solutions

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

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CPAs are unique in that they are well positioned as clients’ key advisors and possess the necessary skills to expand their services in this area.

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Comprised of CPAs, attorneys, chartered life underwriters, chartered financial consultants and MBAs.

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Proprietary software created to help CPAs develop well-structured business and marketing plans focused on the needs of clients.

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