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Ways We Partner With  Accounting Firms

For the Firm...

Best for: Owners/partners and key staff

You get

​

  • Complimentary Planning

  • Personalized Investment guidance

  • Trusted fiduciary expert

Outcomes

​

  • Benefits that boost retention

  • Tailored to business priorities

  • Reliable and dependable support

For your Clients...

Best for: Professionals and entrepreneurs

You get

​

  • Premium solutios for loyal clients

  • Transparent updates

  • Complex-case specialists

Outcomes

​

  • Expanded client value

  • Zero operational burden

  • Deeper loyalty, qualified referrals

For your Brand...

Best for: Firms seeking new revenue

You get

​

  • Revenue-sharing, no upfront costs

  • Client facing under your brand

  • Credentialed financial planners & portfolio managers

Outcomes

​

  • Turnkey wealth management

  • Zero operational lift

  • High margin, recurring revenue

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 LLCâ„  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 LLCâ„ , 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 LLCâ„  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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