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Teach Your Team to Deliver Tax Planning, CFO & Wealth Management Services

Teach Your Team to Deliver Tax Planning, CFO & Wealth Management Services

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.

Corvee Software Enables Your Team to Gather All Clients Requests and Create Tax Plans in Minutes

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.

Enable Your Manager and Staff to Create Tax Planning Proposals and Deliverables

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.

Enable Your Manager and Staff to Create Tax Planning Proposals and Deliverables

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.

Enable Your Manager and Staff to Create Tax Planning Proposals and Deliverables
See What's Needed From Every Client in One Executive Dashboard

See What’s Needed From Every Client in One Executive Dashboard

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.

Take Control of Your Client Payments and Never Chase for Payment 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.

Take Control of Your Client Payments and Never Chase for Payment Again

Systematize Your Firm’s Marketing, Sales, Delivery and Firm Operations With Corvee Growth & Development Programs

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. 

Systematize Your Firm's Marketing, Sales, Delivery and Firm Operations With Corvee Growth & Development Programs

Confirmed Annual Revenue Growth From Our Medium and Large Firm Clients

Read Our Methodology Memo for how we calculate these numbers 

Build a Professional, Competent Team With a Vision, Mission and Values

Build a Professional, Competent Team With a Vision, Mission and Values

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.

Design a Technology Stack for Efficiency and Visibility

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.

Design a Technology Stack for Efficiency and Visibility
Redesign Marketing, Sales and Advisory Services and Hire Sales Representatives

Redesign Marketing, Sales and Advisory Services and Hire Sales Representatives

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.

Offer Tax-Advantaged Wealth Management to Clients Through Our Corvee Advisors Partnership

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.

Refer Your Clients and Partner With an Advisor

Refer Your Clients and Partner With an Advisor

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.

Become a Licensed Financial Advisor or Transition Your Firm

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.

Become a Licensed Financial Advisor or Transition Your Firm
We Support Outside Business Activities and Solicitors

We Support Outside Business Activities and Solicitors

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.

More to Explore for Medium and Large Multi-Service Firms

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.

Tax Planning

Tax Planning

We’ll give your managers, staff and admins the technology, materials and strategies to save clients tens to hundreds of thousands in taxes. You’ll also receive access to all of our marketing and sales materials to convert new prospects and upsell existing clients.

Chief Financial Officer

Chief Financial Officer

You should not be onboarding a client for monthly accounting, controller or CFO services for less than $1,000/mo. We’ll help you upsell and renegotiate fees with your existing clients, while targeting a niche of high-paying business owners who are more interested in engaging you for budgets and forecasts than accounts payable work.

Wealth Management

Wealth Management

Every single client tax return should be analyzed for wealth management opportunities each year. Our tax-advantaged wealth management program will help you match your clients with investment and insurance opportunities, either through a partnership with a financial advisor or you becoming fully licensed yourself.

Tax Resolution

Tax Resolution

When clients have trouble with the Internal Revenue Service (IRS), it’s an opportunity to provide massive value in one of the most painful areas of their lives. Whether the problem is due to an error by the firm, or you’ve been engaged by a new client with an IRS issue, we’ll provide all the marketing, sales and delivery materials that your team needs to confidently help clients fight the IRS—while getting paid for it.

Client Acquisition

Client Acquisition

Every single month, your marketing team should present you with a report of all marketing activities, leads, appointments and new clients generated for that month. We’ll help you hire and train marketing team members, and design LinkedIn marketing, Facebook advertising and email newsletters to produce appointments with high-paying clients.

Pricing Your Services

Pricing Your Services

Whether your clients have engaged you for help with business returns, Schedule C’s, standalone 1040’s or monthly accounting, you should analyze all of them to ensure that the fees they are paying align with the pricing policies of your multi-service firm. If not, you’ll need to either upsell them into additional services, or repackage and reprice your services. We’ll help you establish pricing guidelines for both new and existing clients of your firm, and hold your team accountable to sticking to them.

Profitability Assessment

Profitability Assessment

As you grow, you should have a goal of maintaining 50% profit margins on a cash basis, where this goal includes your salary and net profit. We’ll perform a profitability assessment to determine whether your margins are low due to low quality revenues or unnecessary and bloated expenses. Our team will hold you accountable to restructuring your profit and loss items each month for improved margins.

Managing Your Time

Managing Your Time

Motivated professional team members, properly designed software and integrations, high-paying clients and great reporting are all key things you need to reclaim your time to work on the things you do best. We’ll help you make a proactive plan to gain back control of your time while your team continues to grow your business.

Hiring a Salesperson

Hiring a Salesperson

Once you’ve mastered the sales process of closing clients for high-paying advisory services such as tax planning, CFO services, wealth management and tax resolution, you’ll need sales representatives. We’ll help you hire, develop compensation packages and train your sales representatives to convert clients using our 150+ slide education-based sales presentations, so they can professionally represent your firm over the phone and get clients to move forward with engagements without your involvement.

Hiring Tax Managers

Hiring Tax Managers

You cannot grow your medium or large multi-service firm by just preparing and reviewing tax returns. You’ll also need to step back from doing tax planning and managing client relationships. There’s no way to do these without having competitively compensated, motivated and professional tax managers in your firm. We’ll help you hire, onboard and manage their performance every step of the way.

Building Your Marketing Team

Building Your Marketing Team

Every time you grow, you need to generate even more appointments to sustain your growth rate. That means scaling your marketing activities to fill up the calendar of one or more sales representatives. We’ll help you design LinkedIn marketing and Facebook advertising campaigns, including follow-up email newsletters, to produce hundreds of appointments per month.

Hiring Accounting Managers

Hiring Accounting Managers

Lowly-paid contracted bookkeepers are a thing of the past. To provide the level of value that your clients need today, you need accountants, controllers and CFOs who can deliver high-quality experiences to clients while you step back. We’ll help you with job ads, interviews, assessments, new hire training, onboarding and performance management to hire accounting managers and CFOs whom your clients will love.

Our Clients Say It Best

Hear from other medium and large multi-service firm owners whose firms have experienced growth despite them stepping back.


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