Resources ━━━
The Firm Dashboard shows the potential revenue hidden inside a CPA’s client base. It’s customized to each firm and is based on data from the tax return. It is a virtual To Do List for the CPA in providing an outstanding client experience and making it impossible for top clients NOT to refer.
Everyone is busy enough during Tax Season. The Opportunity Pad note-taking page keeps financial planning opportunities front of mind and easy to document.
Get your free copy when you sign up to receive occasional emails.
Helpful links
Find a CPA – Links to all state societies
Find an EA – Search for Enrolled Agents near you
The Financial Planning Process – learn it; tax professionals like it.
Inside Information – Accounting Today
STILL HAVE QUESTIONS ?
We can help. Call 214-207-7750 or email info@cpa2connect.com – we’re here for you.
Are you a CPA or EA ?
Interested in expanding your offering, providing even better service, increasing revenue, and having the option of reducing your billable hours?
Of course, you are. We’ll show you how.