Ways We Partner With Accounting Firms
Organizations
Georgia Society of CPAs
Member
National Association of Black Accountants (NABA) Atlanta Chapter
2-term President
Marietta Mentoring for Leadership Program
Mentor
Cobb County Chamber
of Commerce
Ambassador
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Personal Financial Planning
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Retirement Planning
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Investment Management
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Risk & Insurance
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Estate Planning
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Firm Partnership Solutions
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Client Referrals
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Financial Planning Support
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Wealth Management Solutions
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Client Partnership
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Collaborative financial guidance
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Coordination with your CPA
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Ongoing plan reviews
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Accountability and support
01.
Introductory Meeting
In our first meeting (virtually or in-person), we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and what a successful relationship looks like.
02.
Exploration & Preliminary Planning
After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.
03.
Detailed Planning
Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles. Your plan will also aim to gain maximum returns via a solid, tax-efficient portfolio.
04.
Ongoing Support & Advice
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan, so it transitions along with you.
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