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Greetings, Mr. or Mrs. CPA. I am not your competition.
My work complements the work you do. In an ideal scenario, we work together to create the best possible outcome for our client.
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I have plenty of clients who only use me for:
Because they already have a CPA, Financial Advisor, etc..
My clients find me on Tik Tok, Instagram, YouTube, or another social media platform because the strategies I offer solve a problem their current team hasn’t.
Or, they’re referred to me by a CPA or Advisor whom I’ve built a relationship with and am the “fill-the-gap” consultant.
I believe we can work together to solve problems that are in the clients best interest.
They’re strategies vetted and already being used by hundreds of CPAs, Attorneys, and Advisors who want to provide more value to the clients they already serve.
I would caution that I’ve seen CPAs, EAs, and Advisors lose clients to firms like mine because they aren’t willing to adapt and become an advisory focused practice. This isn’t my goal; but a reality.
Clients are looking for solutions that will help them legally reduce taxes, increase cash flow, and build more wealth. That’s what my firm is built to do.
I meet with plenty of CPAs, Attorneys, and Advisors to verify the legitimacy of every strategy in this guide that I offer before their clients move forward OR with Professionals who’d like to offer these services to their clients. I’d like to invite you to meet with me one-on-one, you can find a time at your convenience here.
Contact Information:
📱(949) 910-1644