Reduce the risk of losing clients by being more proactive
Expand the "brain-trust" by working with some of the country’s best specialists
Increase organic growth by giving clients a story worth sharing with family and friends
Provide more value and increase client satisfaction
Reduce the risks that come from referring clients to third parties
There’s Been A Dramatic Shift
As the AICPA put it, CPAs are now expected to be their clients' “most trusted business advisors,” and as CPA Horizons 2025 pointed out, a CPA is no longer defined by “traditional services such as tax preparation, audits, and financial statements.”
72% of Business Owners Left Their CPA Because They Only Received “Reactive Services”
In this shifting landscape, firms that will thrive in the future will learn how to use this trend to their advantage, rather than struggle against it.
The CPA Team Based Model is designed to help accountants:
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.
Are you confident you’re taking advantage of every tax break you deserve?
Tax preparation and doing the company's financials (compliance work) is not a substitute for tax planning.
“I love what you guys are doing. Keep up the great work!”
–Ronald Baker, Author of six best-selling books, including, Measure What Matters to Customers and Firm of the Future
“You’ve hit the nail on the head! This is a great opportunity for CPAs, and I look forward to working with you.”
–Salim Omar, Author of The Ultimate CPA Practice in the New Economy
Want to see what real tax planning
can do for your situation?
Justin surrounds himself with a proactive team of specialists that bring tremendous value to tax professionals and their clients. This team consists of Tax and Business Attorneys, CPAs, Wealth Managers, Financial Planners, Insurance Professionals, Cost Segregation Specialists, Cost Remediation Specialists, Life Insurance and Annuity Specialists, Business Valuation Specialists, and other professionals from across the nation. Together, they’ve become a resource to provide truly proactive planning results.
In the summer of 2016, Justin suffered a traumatic open globe injury to his right eye, which took months to recover from. It was that experience that gave him a new perspective. The physicians that cared for Justin that day saved his vision. He realized that what his doctors did that day was valuable beyond measure, and decided to change his business to be value focused as well. He focuses on coaching tax professionals to be truly proactive and value focused with their best clients. Click “Here” to read his full story.