The Accountant Affiliation Program is designed by seasoned industry professionals to bring additional value and revenue to your accounting practice. Effortlessly expand your services and offer comprehensive financial services to your clients—without changing your brand or client relationships.
Partnership with Purpose
This is not your average referral program, we become your in-house solution to add financial planning, wealth management, and protection vehicles for your valued clients.
Your clients, your relationships…our support, our effort.
Stronger Relationships. Smarter Revenue.
Your clients will benefit from the expertise of both their trusted tax professional and a seasoned financial advisor sitting at the same table to develop a client-specific strategic plan. The ability to provide these services, while focusing on tax-efficient financial strategies, will become your firm’s competitive advantage. This will not only differentiate you from other accountants, but also become a main revenue driver.
Your Role as the Most Trusted Advisor
Identifying Opportunities
Accountants are often the first to recognize when clients could benefit from financial planning services – whether it’s retirement, investment strategy, estate planning, or navigating major life changes.
Making the Introduction
Staying Involved
Built on Trust, Backed by Integrity
Practice Growth and Value
This partnership allows the accountant to expand their service offering, strengthen client loyalty, and differentiate their firm—without extra operational burden.
Together, we can introduce more appropriate investment selections, increased protection from death and disability, additional retirement income options, and a legacy plan that creates generational growth opportunities for your firm.
Let’s Talk About Growing Together
All investment portfolios and client needs assessments are handled internally; your clients are never outsourced. With Charles Schwab handling our custodial relationship, we are able to offer open architecture with full transparency: no cookie-cutter portfolios, no hidden fees.
