TAX PROFESSIONALS

There's Been A Dramatic Shift

As the AICPA put it, CPAs are now expected to be their clients' “most trusted business advisors,” and as CPA Horizons 2025 pointed out, a CPA is no longer defined by “traditional services such as tax preparation, audits, and financial statements.”

72% of Business Owners Left Their CPA Because They Only Received “Reactive Services”

In this shifting landscape, firms that will thrive in the future will learn how to use this trend to their advantage, rather than struggle against it.

The CPA Team Based Model is designed to help accountants:

“I love what you guys are doing. Keep up the great work!”

Ronald Baker, Author of six best-selling books, including, Measure What Matters to Customers and Firm of the Future

“You’ve hit the nail on the head! This is a great opportunity for CPAs, and I look forward to working with you.”

Salim Omar, Author of The Ultimate CPA Practice in the New Economy




  • Reduce the risk of losing clients by being more proactive
  • Provide more value and increase client satisfaction
  • Reduce the risks that come from referring clients to third parties
  • Increase organic growth by giving clients a story worth sharing with family and friends
  • Expand the "brain-trust" by working with some of the country’s best specialists