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Who We Help
We coordinate the major areas of a client’s financial life including cash flow, retirement, investments, insurance, taxes and estate planning while recognizing that financial priorities and circumstances can evolve differently over time, particularly for women. We work alongside CPAs and other professionals to help ensure the plan is implemented.
01
Individuals
Bring greater structure to your financial life with coordinated planning, investment management, and ongoing guidance.
02
Accounting Firms
Expand your value to owners, team members, and clients without building a wealth-management operation from the ground up.
Three ways we work with firms
Start with the level of support that fits your firm today. The relationship can evolve as your needs and opportunities grow.
01
Personal Planning for Firm Owners
We help firm owners and key professionals organize their financial lives, investments, retirement strategy, risk management, and succession considerations.
​
BEST FOR
Owners who advise others but need a coordinated plan of their own.
02
Trusted Client Referral Partner
Your firm introduces clients who need financial planning or investment guidance. We serve them independently while coordinating with their accounting professional.
​
BEST FOR
Firms that want a dependable resource without adding infrastructure.
03
Wealth Partnership
We help your firm expand into planning and wealth management through a structured partnership, defined responsibilities, client coordination, and shared economics where permitted.
​
BEST FOR
Firms ready to deepen relationships and build a broader advisory offering.
How We Help
Expertise for people
carrying complex
financial responsibilities.
CPA Allies focuses on helping women, accounting and finance professionals manage the intersection of career, family, business ownership, taxes and long-term wealth.
Build & Organize
Cash flow, debt, reserves and goal setting
Protect What Matters
Insurance, risk and estate coordination
Invest with Purpose
Portfolio strategy and ongoing management
Prepare for What’s Next
Retirement income, transitions and legacy
THE CPA ALLIES DIFFERENCE
Good advice
creates value
only when it is
implemented.
Identify
Coordinate
Implement
Review
Tax, investment, insurance, retirement, and estate decisions are interconnected. We help clients and accounting professionals move from separate recommendations to coordinated action.
Advice built around responsibility
and coordination
01
Fiduciary Guidance
Advice centered on the client’s interests.
02
03
04
Independent Perspective
Professional Coordination
Ongoing Accountability
Recommendations without a proprietary product agenda.
Collaboration with CPAs, attorneys, and other advisers.
A plan reviewed as life and priorities change.
ChFC®
RICP®
Fiduciary
Series 65
Independent RIA
Professional Affiliations:
10 Glenlake Pkwy NE #130
Atlanta, GA 30328
404-596-8080
jmorris@cpaallies.com