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Make the Shift From Compliance to Advisory Services With Corvee

Make the Shift From Compliance to Advisory Services With Corvee

Specialty: Multi-Service
Size: Sole Practitioner
Annual Revenue: Less Than $250K

Acquire the technology, skills and partnerships to move from compliance to advisory, so you can provide greater value for clients of your sole practitioner multi-service firm—while increasing your own revenue and profit margins.

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Corvee Software Enables You to Create Tax Plans in Minutes & Track All Client Requests in One Secure Platform

Software shouldn’t just be about increasing efficiency. It should also completely redefine the level of value you provide to your clients. With Corvee Tax Planning, Client Collaboration and Payments, you’ll get all the information you need to save clients tens of thousands in taxes every year—while getting paid for it.

Create Tax Planning Proposals and Deliverables to Save Clients Money on Taxes

The fastest way to increase client value is to save clients money on taxes. Corvee Tax Planning helps you scan tax returns, determine strategies for the client and prepare proposals and final tax plan deliverables with minimal effort.

Create Tax Planning Proposals and Deliverables to Save Clients Money on Taxes

The fastest way to increase client value is to save clients money on taxes. Corvee Tax Planning helps you scan tax returns, determine strategies for the client and prepare proposals and final tax plan deliverables with minimal effort.

Create Tax Planning Proposals and Deliverables to Save Clients Money on Taxes
All Client Requests in One Secure Client Portal

All Client Requests in One Secure Client Portal

Chasing clients for all the agreements, engagement letters, questionnaires and file requests you need can feel like catching flies. Use Corvee Client Collaboration to send, receive, track and store all requests you need from clients to complete your work in one sitting.

Collect ACH and Credit Card Payments so You Get Paid Upfront

Collect, store and charge ACH and credit cards on your terms. Set up one-time payments, recurring payments and custom payment dates, pass on processing fees to clients and more. Corvee Payments gives you control over collecting payments from clients, so you’ll never chase for payment ever again.

Collect ACH and Credit Card Payments so You Get Paid Upfront
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Grow Your Firm & Provide More Value to Your Clients by Offering Tax Planning, CFO & Wealth Management Advisory Services with Corvee Growth & Development Programs

Niche selection, pricing for profitability, advisory services, marketing and building a team are just a few of the things you need to go from a sole practitioner to a small firm with a team. Our 12-month growth and development 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.

Grow Your Firm & Provide More Value to Your Clients by Offering Tax Planning, CFO & Wealth Management Advisory Services with Corvee Growth & Development Programs

Confirmed Annual Revenue Growth From Our Sole Practitioner Clients

Read Our Methodology Memo for how we calculate these numbers 

Move From Compliance to Tax Planning, CFO Services and Wealth Management

Move From Compliance to Tax Planning, CFO Services and Wealth Management

The most important shift in your sole practitioner firm is from compliance to advisory. Learn how to save clients money on taxes, increase their revenue and profits, help them protect their assets and grow their net worth. Our growth and development programs are focused on providing clients value first, and getting paid to do so second.

Price Your Services So High, You Won’t Believe It

Once you’ve learned to provide advisory services, we’ll help you redesign your pricing model with a goal of 60–70% profit margins on a cash basis. Until you make this shift, you’ll always feel like you have too much work to do but not enough cash flow to hire a full-time employee. Break the trap by wildly increasing your pricing and profitability.

Price Your Services So High, You Won't Believe It

Get Appointments With Large Business Owners Ready to Pay

Get Appointments With Large Business Owners Ready to Pay

When you’ve got multiple services, we’ll target both the front and back ends of your sales funnel. We’ll help you market to prospects through LinkedIn marketing, Facebook advertising and email newsletters. We’ll then help you nurture and upsell your existing clients to maximize lifetime value per client.

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Save Your Clients Money and Grow Their Net Worth With Corvee Advisors Tax-Advantaged Wealth Management Offerings

Partner with us to offer tax-advantaged wealth management to your clients. Through our partnership with Cambridge Investment Research, we have built the best process in the industry to help sole practitioner multi-service firms offer their clients investments and insurance products.

Should You Partner With an Advisor or Become One Yourself?

Should You Partner With an Advisor or Become One Yourself?

The first step is deciding whether you want to partner with an advisor and share in fees, or become a licensed financial advisor yourself. If you want to partner with an advisor, there are 11 states in which you don’t need a license to share in advisor fees. If you aren’t located in any of these states, you’ll need to pass the Series 65 exam before you can do so. Alternatively, if you are ready to become fully licensed, we recommend you pass the Securities Industry Essentials (SIE), Series 7, Series 66 and state life insurance exams.

Learn the Products Available for Helping Your Clients

Many of the investment and insurance products out there have tax advantages. We have created a marketing, sales and service delivery program to offer tax-advantaged wealth management to your clients so they can increase their savings and net worth while protecting their families and assets.

Learn the Products Available for Helping Your Clients
We Support Outside Business Activities Like Tax and Accounting

We Support Outside Business Activities Like Tax and Accounting

Most broker-dealers and Registered Investment Advisors (RIAs) don’t support you running a tax and accounting firm. Through our relationship with Cambridge, we’ll do so. This is because we believe that if it’s good for the client, and it’s good for you, we’ll figure out a way to make it work. Additionally, if you come on board and partner with an advisor as a solicitor, you’ll be able to share in advisory fees—and in many cases, without a license.

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More to Explore for Sole Practitioner Multi-Service Firms

We’ve proven that multi-service firms grow faster than firms that provide only one service. However, with that additional growth in a shorter timeframe comes more problems. We’ve mapped out how you can overcome these problems every step of the way.

Tax Planning

Tax Planning

Learn how to sit down with a business owner and, in one hour, give them a tax savings estimate and quote them a fee for tax planning after reviewing their tax return. We’ll teach you the process of moving from tax preparation to tax planning so you can help clients save money on taxes, while massively increasing your fees.

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Chief Financial Officer

CFO Services

Transition from bookkeeping services to controller and CFO services. If you’re working with micro-businesses and doing more accounts payable than budgets and forecasts, we’ve got a problem. We’ll arm you with the marketing, sales and service delivery templates for converting clients into $1,000–8,000/month CFO engagements.

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Wealth Management

Wealth Management

We’ve built the best process in the industry for tax and accounting firms to offer tax-advantaged wealth management to their clients. We’ll teach you about the different investment and insurance products available and how they can help your clients protect assets, save, invest and grow their net worth.

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Tax Resolution

Tax Resolution

Get paid to help your clients fight against the Internal Revenue Service (IRS). We’ll help you add tax resolution as an advisory service to help clients with offers in compromise, installment agreements and more.

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Client Acquisition

Client Acquisition

To go beyond being just a one-person firm, you need to master the skill of profitably acquiring clients through active marketing. We’ll help you implement marketing systems for tax planning and CFO services through LinkedIn marketing, Facebook advertising and email newsletters.

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Pricing Your Services

Pricing Your Services

Transition from tax preparation to tax planning, implementation and quarterlies. Break your bookkeeping engagements into sub-account management, monthly accounting, controller and CFO levels. We’ll help you create tiers of services and price them based on the value you’re providing, and the size of the business. We’ve got pricing calculators to walk you through every step, with a goal of earning 60–70%+ profit margins on a cash basis.

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Making Your First Hire

Making Your First Hire

Once you’ve got the right services to offer, marketing programs in place and profitable pricing, it’s time to make your first hire. We’ll help you with the organizational chart, job ads, interviews, competitive compensation structures and onboarding of your first team member for success.

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Profitability Assessment

Profitability Assessment

When you’re just getting started, you should have 60–70% profit margins on a cash basis as a goal. We’ll perform a profitability assessment to understand where you are and make a plan to increase or maintain margins as you grow your revenue every month.

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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.

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Our Clients Say It Best

Learn from other sole practitioner multi-service firms which have moved from compliance to advisory with Corvee.

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Tax Planning Software Helps Tax Preparer Become a Tax Planner

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Tax Planning Side Hustle is Able to Get More Tax Clients for 52-Year Old in 7 Figure Firms

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CPA On Track to Double Revenue with Accounting Firm Growth Program 7 Figure Firms

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See All Case Studies

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Corvee has been recognized by Inc. magazine’s annual Inc. 5000 list as one of the nation’s fastest-growing private companies.

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