CPA Services


Let us become the Business Succession, Charitable, Estate and Insurance resource for your firm. We will provide information and counsel to your clientele in areas that concern them and that will confirm and solidify your relationship with them.


Would your clients benefit from expert advice regarding business and estate planning? How well is your firm meeting that need? Many of the "big" firms are spending tens of thousands of dollars to create financial planning departments with very mixed results. There is another way for you to offer high-quality, "extra mile" services to your clients . . .

LEVEL 1: Add select business and professional clients to the "Pass It On" quarterly newsletter and special bulletin list. We will produce an introductory letter on your stationery over your signature to accompany an introductory issue of "Pass It On". The client will also receive future issues but can ask to be removed from the list simply by contacting your office. No one will be contacted directly but rather will be encouraged to call you with questions about any of the topics discussed. We will provide you with the answers and materials needed to satisfy your clients' needs.

LEVEL 2:Private seminars for individual clients that address business succession, retirement or estate planning issues. These will be provided with no "product pitch" or follow-up unless you initiate it. Clients who have competent insurance advisors will be given generic funding recommendations that they can implement through their own advisor.

LEVEL 3:"Value-added seminars" that address specific issues of interest will be conducted for small client groups. Typically, a morning meeting with refreshments can be held at your location or ours, again providing useful input without any pressure.

Let us become your planning department with no additional cost to you. We'll cover all expenses and educate your clients and your staff in the process.