PT Marketing Programs / CPA Program

Do you work closely with CPAs to mutually service the needs of their business clients and increase revenues for both you and the CPA firm? Would you like to grow your business exponentially by leveraging relationships with CPAs who work with Business Owners?

We capture CPAs' interest by discussing ways to:

  • Increase their revenues by integrating financial services into their practice
  • Utilize the specific expertise you have in the financial services field
  • Grow their business when traditional revenue methods are eroding
  • Retain existing clients by providing additional services
  • Leverage time and resources to increase income

CPAs typically ask how you can bring value to their practice. We position you as an expert by saying the following to them as part of our script:

(Client's Name) meets with you for 30 minutes to discuss how the partnering model can work in your specific situation. Due to increasing consolidation and other competitive pressures, more CPAs are looking to offer financial services to their clients.

What will I know about the CPA to prepare for the meeting?

  • CPA name/Company name/Address
  • Number of partners
  • Number of accountants
  • How long the CPA has been in business
  • If anyone in the firm is licensed to sell insurance or securities
  • Website if applicable

83% of met appointments are rated highly qualified or qualified by our clients. Many of our clients are seeing an ROI that is two to three times their investment.

RESULTS MATTER

Our successful clients are able to work with CPAs and show them how a mutually beneficial partnering model meets their clients' needs and the needs of the firm. Successful clients also use our appointments as a door opener that leads to networking opportunities.