FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

549 North Wymore Road
Suite 110B
Maitland, FL 32751

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Rey Descalso

(321) 280-9081

 

Accounting Professionals

We have extensive background in financial planning, with a specific expertise in working with a small group of accountants. Our approach is called the Team-Based Model. 

The economic conditions over the last 5-10 years have created a serious demand for CPAs and accountants to become much more proactive and act as the ‘trusted business advisor’ for their clients. TurboTax can do the rest. The majority of accounting firms aren’t able to keep up with these shifting demands in addition to all of the tax law changes. We can help with this new reality.

 As a consultant, we help select accounting professionals:

  • Reduce the risks that come from referring clients to third parties.
  • Reduce the risk of losing clients by being more proactive.
  • Provide more value and increase client satisfaction.
  • Expand their "brain-trust" by working with some of the country’s best specialists.
  • Increase organic growth by giving clients a story worth sharing with family and friends.

If you are a CPA, Enrolled Agent or Accountant and would like to learn more about our unique approach, please click here.  To introduce us to your Accounting Professional, please click here