Specialty: Multi-Service
Size: Medium & Large Firms
Annual Revenue: $1M- $10M+
It’s time to step back from being an accountant, and become a business owner instead. Advisory services, motivated professional team members and a great software stack are just a few of the things you’ll need to make the transition from operator to business owner.
Enable your staff to track all client requests, prepare tax planning proposals and deliverables and accept ACH and credit card payments in one secure client portal, all while giving you the information you need to see the status of your firm, clients and staff.
Corvee Tax Planning scans your clients’ tax returns and gives your staff the information, calculations and technology they need to prepare high-end tax plans and deliver them to clients without your involvement.
Corvee Tax Planning scans your clients’ tax returns and gives your staff the information, calculations and technology they need to prepare high-end tax plans and deliver them to clients without your involvement.
Corvee Client Collaboration helps you request and receive agreements, engagement letters, questionnaires and file requests in one secure portal. This lets you see what’s on the plate of each of your team members, and what’s still needed from clients. Never hear your team say “I don’t have _______ so I can’t get my work done” again.
Corvee Payments allows you and your managers to store client ACH and credit card information so you can charge upfront, one-time, recurring or custom payments. This way, you’ll never have to wait to get paid.
Our 12-month growth and development programs help you build a team around a vision, mission and values, plus a technology stack that allows you to take a step back from the day-to-day routine and run your business like an entrepreneur. Our growth programs also include 1-on-1 success coaching, weekly Q&A calls with industry experts, a private client community to ask questions and get quick feedback and both in-person and virtual events so you can meet and learn from others like you.
Confirmed Annual Revenue Growth From Our Medium and Large Firm Clients
Read Our Methodology Memo for how we calculate these numbers
Most people just try to hire someone to do the tax and accounting work. We’ll help you redesign your entire culture to attract top talent so your team members are empowered to run the business without you.
To grow your medium or large multi-service firm to the next level, you have to stop doing the day-to-day work yourself. Instead, start using data and reporting to coach and mentor others to take over such work from you. This can happen only if you have the right technology ecosystem.
You will need to market tax planning, CFO services and wealth management through LinkedIn marketing, Facebook advertising and email newsletters. However, once you master our 150+ slide education-based sales presentation, the next step will be to hire professional sales representatives to convert prospects. This will free up time for you to focus on upselling existing clients into $30,000–100,000/year annual contracts.
One of your responsibilities is to design your medium or large multi-service firm in such a way that you can maximize the amount of annual revenue you can generate per client. Tax-advantaged wealth management is the most logical advisory service after tax planning and CFO services. We’ll help you along the way, whether you want to partner with a financial advisor or become a licensed advisor yourself.
We have tax-focused financial advisors with whom you can partner to help your clients gain access to investment and insurance products while you act as the quarterback. In many states, you don’t need to be licensed to share in advisory fees.
You can own the entire tax-advantaged wealth management process as a licensed financial advisor. To become one, you’ll need to pass the Securities Industry Essentials (SIE), Series 7, Series 66 and state life insurance exams. You’ll then be able to join our branch Office of Supervisory Jurisdiction (OSJ) with Cambridge Investment Research.
Most broker-dealers won’t let tax professionals join them, much less have an optimized process to help them succeed. We’ve built the best process for tax and accounting firm owners to add tax-advantaged wealth management to their firms, and help clients with their investment and insurance needs.
For medium and large multi-service firms to experience rapid growth, they will need every advantage they can get, every step of the way. When built correctly, the firm grows on its own. When built poorly, more growth just results in more headaches and lower margins. We’ll show you how to design every aspect of the business so the team will champion the firm’s growth, while you can step back and mentor your team to run the business without you.
Hear from other medium and large multi-service firm owners whose firms have experienced growth despite them stepping back.
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