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The A Client Problem for CPAs:
Strategies for Retaining and Growing Your Top Clients



Better Outcomes, Better Life for the CPA

✔️ Do Much More for Best Clients

✔️ Deepen A Client Relationships as a Lever for Ideal Referral Clients

✔️ Earn More Revenue from Fewer Clients

✔️ Delegate: Less Time with B and C Clients

✔️ Build Enterprise Value and New Profit Centers



Click Here to Register for the "A" Client Problem for CPAs Webinar now!



What is the "A" Client Challenge and how can it be solved?



What is the CPA “A Client “ Challenge?

Most CPAs would say that the best "A" clients are ready to break through to the next level of financial success.

They are:

  • Business Owners
  • Executives
  • Generational Wealth


They need additional help and expertise because every new level of success creates:

  • greater income and tax exposure
  • larger estates to protect
  • more complexity in planning


CPAs know that many of these top A Clients need more tax planning and financial planning, and estate planning and business planning and…

And they’re not getting it


Click Here to Register for the Webinar: The A Client Problem for CPAs:
Strategies for Retaining and Growing Your Top Clients(TAM CHANGE LINK WHEN IT IS READY)


Under the status quo model, the CPA does not have enough time.

The CPA is at risk of losing those most valuable "A" clients.

It takes top clients only one conversation with one friend or acquaintance to discover that good planning solutions exist and that their CPA didn’t tell them.

And then those "A" clients leave. Forever.

Discover how accessing a deep team of outstanding independent experts can help you deliver solutions in critical niches of tax planning, estate planning, and wealth management-and more



Click Here to Register for the Webinar: The A Client Problem for CPAs:
Strategies for Retaining and Growing Your Top Clients(TAM CHANGE LINK WHEN IT IS READY)



(this is a placeholder image below - this will be replaced by photos and biographies of the people in the webinar - NOTE FROM TAMARA: Do we still want photos and biographies of the people in the webinar?)