Services ━━━
Advisors, Planners, and Agents
CPA²Connect membership benefits:
- Website subscription
- — Tools of the trade
- — Marketing tools
- — Letters
- — Scripts
- — Training videos
- Monthly webcasts
- In-field support to help with
- — Recruiting CPA firms
- — Training CPA partners
- CPA Firm Dashboard
- Email and phone support
- Split work assistance
- — Recruiting CPA firms
- — CPA client cases
Wholesalers, Recruiters, and Meeting Planners
Strategic Alliances has always been one of the most popular topics at workshops and conferences. If you are looking for a value-add to attract advisors to your event, adding a session on working with CPAs will guarantee greater attendance and provide a solid differentiator from the competition.
Speaker – One-hour sessions on topics including CPA Alliances 101 and 201, Tax Season Crash Course, Fee-for-Service Basics, the Business Development Timeline, Developing the Client Service Roadmap, and others.
Instructor – Half and full-day on-site training; subject matter includes deeper coverage of the topics above and can be customized based on the needs of the group.
Stop Hoping for Referrals
Start acting like a partner.
Join the CPA²Connect team and discover the next level of professional partnership.