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Transition Your Firm From Compliance to Advisory Services

Transition Your Firm From Compliance to Advisory Services

Specialty: Multi-Service
Size: Small Firm
Annual Revenue: $250K – $1M

Build a professional team and transition your small multi-service firm from compliance to advisory to increase value for your clients, and profitability for your firm.

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Analyze Tax Savings, Request & Receive All Client Information and Documents in One Secure Platform With Corvee Software

Centralize all requests in one secure client portal, scan every tax return to analyze tax savings and create tax planning proposals and deliverables in minutes.

Scan Tax Returns to Create Tax Planning Proposals and Deliverables

Every single tax return should be analyzed every year for tax savings. Use Corvee Tax Planning to ensure your clients are getting proactive, forward looking tax plans so they pay the least amount in taxes and praise you for it.

Scan Tax Returns to Create Tax Planning Proposals and Deliverables

Every single client tax return should be analyzed for tax savings every year. Use Corvee Tax Planning to ensure your clients are getting proactive, forward-looking tax plans so they pay the least amount in taxes and praise you for it.

Scan Tax Returns to Create Tax Planning Proposals and Deliverables
See All Your Client Requests in One Place

See All Your Client Requests in One Place

Agreements, engagement letters, questionnaires and file requests have historically been four different software applications. Use Corvee Client Collaboration to centralize every single piece of information you need from clients to get your work done.

Maintain Control Over Client Payments So You Never Chase for Payment Again

Corvee Payments gives you total control over storing and processing ACH and credit card payments from clients. Charge upfront, recurring or one-time payments, set custom dates for payment and pass processing fees on to clients with just one click.

Maintain Control Over Client Payments So You Never Chase for Payment Again
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Corvee Growth & Development Programs Help You Get Appointments With Ideal Clients For Tax Planning & CFO Engagements While Building a Team to Deliver Without You

In our 12-month growth and development programs, we’ll help you offer the right services, at the right price, to the right client so you can increase revenue every year with a goal of 50%+ profit margins on a cash basis. Our programs 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. 

Corvee Growth & Development Programs Help You Get Appointments With Ideal Clients For Tax Planning & CFO Engagements While Building a Team to Deliver Without You

Confirmed Annual Revenue Growth From Our Small Firm Clients

Read Our Methodology Memo for how we calculate these numbers 

Transition to Tax Planning, CFO Services and Wealth Management

Transition to Tax Planning, CFO Services and Wealth Management

The shift from compliance to advisory services is the single most important transition for a small multi-service firm. We’ll show you how to market, sell and deliver these services with templates that walk you through every single click.

Rinse Your Clients to Increase Profit Margins As You Grow

Rinsing is the process of upselling, repackaging, adding commissionable services and renegotiating fees for low-paying clients, so you can grow your firm to earn maximum revenue and profit margins with the least number of clients. We’ve built rinsing processes for tax, accounting and financial services so you can increase prices year after year, while keeping clients happier than ever.

Rinse Your Clients to Increase Profit Margins As You Grow
Build a Marketing Machine That Produces Appointments With Large Business Owners

Build a Marketing Machine That Produces Appointments With Large Business Owners

To take your firm to the next level, we’ve got to focus not just on business owners, but specifically large business owners. In other words, companies that are ready to pay $20,000–50,000 per year. We’ll work with you to implement LinkedIn marketing, Facebook advertising and email newsletters so you can produce appointments with qualified prospects every single week.

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Offer Tax-Advantaged Wealth Management to Clients Through Corvee Advisors & Cambridge Investment Research

Whether you’ve decided to become a licensed financial advisor or partner with one, the most logical service to add to a tax and accounting firm is wealth management. We’ve built the best process in the industry for your firm to help your clients with tax-advantaged wealth management services and products.

Refer Clients, Become an Advisor or Transition Your Firm

Refer Clients, Become an Advisor or Transition Your Firm

There are three ways to add tax-advantaged wealth management to a multi-service firm. First, you can refer to your clients to an advisor. There are many states in which you can share in advisory fees when doing so without needing a license. Second, you can become a licensed financial advisor yourself. If you want to take this route, we recommend passing your exams and you’ll be up and running in just a few months. Finally, if you’re an existing financial advisor, you can transition your firm and partner with our Office of Supervisory Jurisdiction (OSJ) which is a part of Cambridge Investment Research.

Help Clients With Tax-Advantaged Wealth Management

There are tax planning, investment and insurance opportunities inside of every single client tax return. We’ll help you analyze your client list, make a plan to get in touch with clients and with an advisor, walk your clients through the process of protecting their assets and growing their net worth with tax-advantaged wealth management.

Help Clients With Tax-Advantaged Wealth Management
We Support Outside Business Activities and Solicitors

We Support Outside Business Activities and Solicitors

Most broker-dealers are more worried about covering themselves than taking care of clients and advisors. In partnership with Cambridge Investment Research, we at Corvee Advisors have built the best process for tax and accounting firms to continue running their firm and receive advisory fees as solicitors. This allows you to generate a new passive revenue stream for the business that can be a significant portion of your firm’s profits.

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More to Explore for Small Multi-Service Firms

The steps you take to grow and optimize your small multi-service firm are crucial during this stage of your journey. After all, chances are you’ve got enough staff to have real payroll and clients who usually aren’t paying you enough. And even though you’ve got a team, you’re working in the business way too much. We’ll help you redesign your pricing, staffing and firm processes with a goal of 50%+ profit margins on a cash basis and a reasonable work schedule.

Tax Planning

Tax Planning

We’ll help you transition from tax preparation to tax planning with the marketing, sales and delivery materials you’ll need to help clients save tens of thousands a year in taxes by optimizing deductions, legal entity structures, retirement planning, insurance and more.

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Chief Financial Officer

CFO Services

Make the shift from bookkeeper to CFO. If you’re doing more sub-account management (accounts payable, accounts receivable or payroll) than you are doing forward-looking statements (such as budgets and forecasts), we’ve got a problem. We’ll help you redesign your service offerings and market these to new clients who are ready, willing and able to pay for high-value CFO services.

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Wealth Management

Wealth Management

Every single one of your clients is going to buy investments and insurance. But are they going to do it with you, or someone else? Whether you partner with a financial advisor and share in fees or become an advisor yourself, we’ve built the best process in the industry for you to offer tax-advantaged wealth management to your clients.

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Tax Resolution

Tax Resolution

Help clients fight against the Internal Revenue Service (IRS) with offers in compromise and installment agreements. Tax resolution is an advisory service that can save clients in their most difficult times. We’ll give you the support to market, sell and deliver tax resolution services to existing and potential clients.

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Client Acquisition

Client Acquisition

You need appointments with ideal clients to be able to properly grow. We’ll help you pick your niche and implement LinkedIn marketing, Facebook advertising and email newsletters.

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Pricing Your Services

Pricing Your Services

Pricing is the most crucial factor in growing your small multi-service firm. If you’re not properly pricing your engagements, you will have trouble growing and remaining profitable. We’ll help you upsell, repackage, add commissionable services and increase prices on tax and accounting clients so you can grow with just a small number of high-paying clients.

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Profitability Assessment

Profitability
Assessment

You should have a goal of 50%+ profit margins on a cash basis. We’ll perform a profitability assessment to determine why you’re not as profitable as you should be, and how much we need to increase revenue versus reduce expenses. We’ll make a plan and hold you accountable every month.

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Managing Your Time

Managing Your Time

Now that you’ve got a team, managing your time is crucial. We’ll help you design a software stack to onboard clients, track tasks and design a workflow so you can start to work on your business, not in it.

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Building Your Marketing Team

Building Your
Marketing Team

Whether it’s a personal assistant, admin or marketing coordinator, we’ll help your marketing team manage leads, appointments and scheduling so you can see the results of your marketing efforts each month.

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Hiring Tax Managers

Hiring Tax Managers

Hiring professional tax managers with competitive salaries is one of the most important things that your firm needs in order to grow. We’ll help you with job ads, offer letters, onboarding, expectation setting and performance management so you can hire managers who can prepare and review returns, and deliver tax plans.

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Hiring Accounting Managers

Hiring Accounting Managers

Accounting managers who can deliver CFO services while ensuring accurate accounting are crucial for your firm’s growth. We’ll help you decide when to hire an accounting manager and how much to pay them, and also walk you through every step of the recruiting process.

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Our Clients Say It Best

Hear from other small multi-service firm owners who have grown their businesses with Corvee.

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Facebook Ads for Accountants Prove to Be a Success for Expanding into Advisory Services

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Bookkeeping to Advisory Services: How One Firm Experienced Accounting Firm Growth

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Tax Firm Growth Solution Helps CPAs Transition From Compliance To Advisor

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How Tax & Accounting Firms Can Help Clients Prepare For the New Administration’s Proposed Tax Policy

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