FOR CPA FIRMS

Bring Proactive, Advanced Planning to

Your Best Clients

You don't need to hire specialists or build the infrastructure yourself. You stay at the center of the relationship. We bring the team.

The Problem Most Firms Run Into

You can see opportunities to do more for your best clients. The problem is finding the time and resources to do the work.

YOUR TIME IS ALREADY CONSUMED BY
Tax Preparation
Compliance work
Deadlines
Daily Client needs
AS A RESULT, ADVANCED PLANNING GETS REFERRED OUT
That can mean losing
Revenue
Referrals
Control of the client relationship
Valuable planning opportunities
BUILDING THOSE CAPABILITIES INTERNALLY CREATES
Additional cost
Hiring and training
More management responsibility
Even greater demands on your time
THE SOLUTION

A Team-Based Model Built Around Your Firm

Your firm gains access to the Team-Based Model and more than 75 vetted specialists. We coordinate the planning, specialists and next steps while you remain the relationship lead with your client.

Greater value for your best clients
Stronger client relationships and more referrals
New revenue opportunities
More advanced planning kept within your firm
Greater firm enterprise value
No need to hire, train and manage an internal team of specialists
WHAT YOU KEEP
Your role as the client's trusted relationship lead
The trust and relationships you've already built
Your existing team and workflow
WHAT YOU AVOID
Hiring specialists or adding staff
Building advanced-planning capabilities from scratch
Additional overhead and management responsibilities
Placing even more strain on your time and work-life balance
PARTNERSHIP

How a CPA Partnership Works

Identify
Together, we identify advanced-planning opportunities for your best clients.
Collaborate
We bring in the right highly vetted Virtual Family Office specialists based on each client’s needs.
Coordinate
TRS coordinates the specialists, planning, and next steps while you remain the client’s trusted relationship lead.

Thank you. We will be in touch shortly to schedule your confidential consultation.

See Whether a Partnership Fits Your Firm

This consultation is intended to understand your family or business context, your current planning relationships, and whether a coordinated, team-based approach may be useful for your situation.

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