Our platform allows you to leverage the unique position you are in as a CPA to drive additional streams of revenue.
Complete Marketing Platform
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:
- Understand the client base and identify target marketing opportunities.
- Leverage changes in tax code in marketing and outreach.
- Share best practices across participating CPA firms.
- Competitive information.
- Case illustration software.
