Integrated Partners ...unquestionably one of the leading financial service firms working with the CPA industry today... - Anthony Wood, President and CEO  more testimonials
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The Agenda

How to find and secure a CPA candidate

  1. The Pre-approach
  2. Speaking their language
  3. Explanation and presentation of value-added services
  4. Letter of agreement

Legal aspects to be aware of

  1. How to create a separate entity
  2. CPA industry rules and regulations for financial services
  3. Understanding SEC issues

Unraveling the secrets of the CPA’s practice

  1. The Practice Profile – How to use it to your advantage
  2. Helping the CPA recognize revenue growth opportunities

Implementing a Marketing Plan

  1. How to conduct an interesting Marketing Meeting
  2. The Action Plan – why it is important
  3. Financial Planning Days

Practice Management

  1. Case Tracking
  2. Annual Reviews
  3. Ongoing Maintenance









A proven system that provides you with the specialized knowledge and insights you need to partner with CPA’s and grow your practice.

For professional use only, not for use by general public.