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Trusted Advisors

Challenges and opportunities for CPA firms.

Challenges and opportunities for CPA firms.

For local, mid-size CPA firms, building alliances with complimentary trusted business advisors is a way to build bench strength while retaining control of the client.  Instead of referring business away, partnering can provide a way to add new revenue streams without the risk of adding team members or losing control of the client. Partner to deliver added-value services that will deepen your client relationships and create new revenue streams for your firm.