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
​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.
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🎯 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.
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🎯 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
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✅ 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
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🌟 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.
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🎯 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
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✅ 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
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🌟 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