Testimonials

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“Ed and Louise’s expertise in working with CPAs is second to none. Their system not only helped me solidify a strong relationship with a CPA firm but has been instrumental in helping me maintain and grow an ongoing profitable relationship. The marketing system has proven to be a tremendous tool for my CPA partners. Why has it worked so well? CPAs in general are not marketers – particularly to their own clients. The marketing system they helped me implement does it all for the CPA in a non-threatening approach that makes them look good. They also like the new revenue generated, and they don’t have to sell a thing!”

Zack Longley, Financial Planner
Newburyport, MA

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“The Northeast Planning Integrated Partners system for working with CPAs is excellent. The knowledge provided by IP takes years off the learning curve and provides me with the highest probability of success. I would recommend IP highly to anyone interested in learning how to begin or improve partnering with CPAs.”

Christian Beliveau, Financial Planner
Dover, NH

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I want to take this opportunity to bring to your attention an individual and organization which I believe would be of great value to you and your firm. The group is Northeast Planning Associates, Inc. headed by Edward C. Hiers, ChFC. His firm has provided the financial services and accounting industries with great practice management, professional development and marketing strategies specializing in the sales of financial services.

I have known Ed since the late 90’s when he began his CPA co-sourcing model. He is an extraordinarily informed individual; especially in regards to his understanding of accounting firms and is a highly ethical player who constantly rises above the bar to provide world class service to his clients.

The bottom line is Edward Hiers unquestionably has one of the leading financial service firms working with the CPA industry today. Northeast Planning Associates Inc. has the understanding to leverage a firm’s culture and structure to successfully integrate new services as well as create sustainable growth strategies.

Respectfully,

Tony

Anthony Wood
President and CEO
The Leadership Coalition, Inc
“Influencing the Influential”