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Ways We Partner With  Accounting Firms

​Partner Wealth Access

​Deliver premium financial planning and investment management services directly to the CPA firm’s owners and team members at no or reduced cost.

🎯 Ideal For:
• Firm owners seeking personal financial peace of mind
• Attracting and retaining top-tier talent with value-added benefits
• Setting succession and retirement plans in motion for partners


✅ Features:
• Complimentary or discounted financial plans for firm principals and staff
• Holistic investment management, retirement planning, and risk analysis
• Access to fiduciary advisors with no product sales pressure
• Quarterly insights and tailored financial reporting
• Secure digital financial dashboards and document vaults


🌟 Benefits:
• Deliver personal peace of mind to firm leadership
• Adds high-value employee benefit to improve retention
• Helps partners align business growth with personal wealth goals
• Establishes credibility before offering services to firm clients

Client Wealth Referral Program

Offer your clients a trusted, seamless financial planning and investment management solution through a curated referral program.

🎯 Ideal For:
• Firms looking to enhance value for high-net-worth or business-owner clients
• CPAs wanting to deepen relationships without adding operational burden
• Serving female clients with thoughtful, inclusive planning

✅ Features:
• Direct, collaborative support for your firm’s clients
• Full transparency with referral updates and reporting
• Access to advisors trained to work with complex financial cases
• Planning tailored to life stages: business exit, inheritance, retirement, etc.
• Education-first approach tailored to women investors

🌟 Benefits:
• Expand your firm’s perceived value without added workload
• Maintain trust while offering white-glove financial expertise
• Strengthen client retention and referrals through value-added services
• Serve clients with fiduciary advice free from conflicts of interest

White-Labeled Wealth Management Division

Launch a branded wealth management arm for your firm, under your name with our expertise, services, and support.

🎯 Ideal For:
• CPA firms looking to create a new revenue stream
• Practices planning for long-term succession or M&A positioning
• Firms wanting to own their wealth management experience, without building from scratch

✅ Features:
• Fully white-labeled financial planning and investment services under your firm’s brand
• Revenue-sharing model with no upfront costs
• You own the client, the relationship, and the division
• Powered by a team of credentialed planners and specialists
• Marketing, compliance, training, and onboarding handled by CPA Allies
• Regular meetings, case consults, and reporting customized to your firm
• Seamless communication workflows between your CPAs and our financial advisors

🌟 Benefits:
• Turnkey entry into wealth management with zero operational lift
• Adds a high-margin, recurring revenue stream to your firm
• Deepens client trust and firm loyalty with a fully integrated solution
• Makes your firm more attractive for talent, clients, and future acquirers
• Create a legacy offering for succession and next-gen leadership

Book an initial consultation with one of our financial professionals to create your personalized financial plan.

CPA Allies

10 Glenlake Pkwy NE #130
Atlanta, GA 30328

Contact us:

404-596-8080
jmorris@cpaallies.com

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of CPA Allies LLC℠ and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by CPA Allies LLC℠, a Registered Investment Advisor in the State of Georgia. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Georgia or where otherwise legally permitted. CPA Allies LLC℠ and Jeff Morris are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.

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