Video

Fork in the Road for Every Accountant

Earlier this year, two accountants were both swamped doing tax preparation. 

These two accountants were very much alike:

✔️ Both had their CPA.

✔️ Both owned their own firm.

✔️ Both were stuck doing mostly compliance work rather than advisory services.

Over the last several weeks, one of them is now on a completely different trajectory.

He found Corvee which helps him pick the right tax strategies with thousands of tax planning strategy combinations right out-of-the-box.

He can create tax plans for clients in minutes, and is on the path to becoming a highly paid, forward-looking advisor. 

Meanwhile, the other accountant is still just a data entry preparer, and all he can look forward to over the next 6 months is another long, hard tax season. 

That’s the fork in the road that every accountant faces:

Path A: Stay on the road of compliance, doing low-priced tax returns and bookkeeping.

Path B: Pursue the road of advisory, doing tax plans, CFO, and even wealth management. 

Think about it like this, would you rather collect $500 annual tax prep fees …or $2,750 quarterly for tax advisory?

Not only are clients happier when you go beyond tax prep, but your revenue increases dramatically.

Go beyond tax prep and start saving clients money in taxes.

Learn more at Corvee.com