The CPA Team Based Model unites tax and business planning specialists to create better results for everyone involved. Through team-based proactive planning with CPAs who are looking to increase their impact in the lives of their clients. Are you a successful business owner and totally frustrated by the amount of taxes you pay every year?.
The truth is, the world is full of accountants who do little more than record history, putting the "right" numbers in the "right" boxes on the "right" forms by the "right" deadlines to keep you out of trouble. But then they call it a day. Tax preparation and doing the company's financials (compliance work) is not a substitute for tax planning.
The truth is, the world is full of accountants who do little more than record history, putting the "right" numbers in the "right" boxes on the "right" forms by the "right" deadlines to keep you out of trouble. But then they call it a day. Tax preparation and doing the company's financials (compliance work) is not a substitute for tax planning.
Services
John is a successful business owner of a consulting firm, a highly competitive field where his top talent not only help make his clients successful, but they drive the revenue success of his organization. John realized that the top 20% of his consultants created 80% of his revenues and he did not want to lose his top talent.
Jim created a service business and grew it into a successful firm generating $10M/year in revenues. A few years after college, his son Scott realized the gem that Dad had created and joined the team. He quickly learned the trade, showed his ability to be a great leader and the family began to prepare for his taking on full ownership and management of the firm on Jim's retirement.
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