Deliver More Value to Your Clients
Most CPAs hit a ‘wall of complexity’ that prevents them from successfully growing their business. Legal professionals should understand the value of referring specialists.
First Capital Advisors Group now offers CPA Edge™, a financial service designed to provide CPAs and tax professionals with access to a full suite of wealth management and financial resources and solutions.
CPA Edge™ provides continuing professional education and accredited CPE programs for tax professionals.
CPA Edge™ Advantages:
- Immediate access to a network of experts
- Add new clients
- Earn CPE on current issues
- Deepen your client relationships with comprehensive solutions
- Increase and diversify related services revenue
- Reduce risk of losing clients
- Save or reduce expense via outsourcing
How to get started? Contact our team today and we will provide a complimentary assessment of your business practices. The assessment will result in a written marketing plan, an estimate of services and potential revenue opportunities.
Service Offerings
– Investment Analysis
– Employee Benefit Plans
– Business Exit and Retirement Income Planning
– Life Insurance
– Social Security Analysis
– Medicare and Health Care Analysis
– Wills and Trusts
– Tax Reduction Strategies
– Portfolio Evaluation
– Gifting and Charitable Planning
– Public and Private Investments
– Education Funding
