CPA Alliance Program
You can take your business to a new level, and deliver more value to your clients when you collaborate with a CPA. During challenging economic times, people often turn to a trusted financial professional, in many cases a CPA. In response, an increasing number of CPAs are incorporating financial services into their practices. Other CPAs are choosing to collaborate with local insurance professionals to increase the level of information and services they provide to their clients.
The CPA Alliance Program can help assist you in making the strategic connections with CPAs that create a win-win-win situation: a win for your client, a win for the CPA, and a win for you.
To access the program requirements and pre-qualification form, please login below or call us at 800.362.1097.