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.
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.
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.
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.
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.
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.
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.
Confirmed Annual Revenue Growth From Our Small Firm Clients
Read Our Methodology Memo for how we calculate these numbers
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.
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.
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.
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.
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.
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.
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.
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.
Hear from other small multi-service firm owners who have grown their businesses with Corvee.
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