CPAs know that many of their
top "A-Clients" need more…
And many of those clients Know They aren't getting it.
If you want to know how to retain your "A-Clients," and create long-lasting client relationships with them, register to receive this free, 30-minute, on-demand webinar.
Join us for a FREE Webinar
The "A-Client" Problem for CPAs:
Strategies for Retaining and Growing Your Top Clients
top "A-Clients" need more tax, financial, estate, and business planning
Why Aren't they Getting IT?
What is the CPA
"A-Client" Challenge?
Most CPAs would say that the best
"A-clients" are ready to break through to the next level of financial success.
These clients are usually:
Business Owners, Executives, or have Generational Wealth
They need additional help and expertise because every new level of success creates:
1) Greater tax exposure
2) Larger estates and businesses to protect
3) More complexity in planning
Discover how accessing a deep team of outstanding independent experts
can help you deliver solutions in critical niches
of tax planning, estate planning, wealth management - and more.
Under the status quo model, the CPA does not have enough time.
The CPA is at risk of losing those most valuable "A-clients."
It takes top clients only one conversation with one friend or acquaintance to discover that good planning solutions exist and that their CPA didn’t tell them.
And then those "A-clients" leave.
Forever.
CPA Trust Unlimited with its Team of Experts Planning empowers the CPA to provide outstanding service with new value-based billing opportunities and simultaneously frees up the CPA’s time.
But many CPAs fail to do just that. For a variety of reasons, especially the reality that even top CPAs are very busy and spend 80% of their time with their non-“A” clients, top CPAs are too focused elsewhere to deliver the kind of solutions that their best clients need.
Under the status quo model, the CPA does not have enough time.
So the CPA is at risk of losing those most valuable “A” clients.
It takes top clients only one conversation with one friend or acquaintance to discover that good planning solutions exist and that their CPA didn’t tell them. And then those “A” clients leave. Forever.
CPA Trust Unlimited helps CPAs reduce this threat and turn their top clients into an engine of growth and opportunity.
Speakers
— Peter Gellman
Palmerston Group
Peter Gellman is the Managing Member of Palmerston Group Advisors, L.L.C. Founded in 1997, Palmerston Group provides independent, unbiased financial and investment advisory services based on fundamental analysis and margin of safety principles.
Peter Gellman has worked as a teacher, analyst, and advisor. Before starting Palmerston, he taught at Oxford as a member of its international relations faculty, as well as at Princeton, where he was Research Fellow and Lecturer in the Woodrow Wilson School of Public and International Affairs. He holds a law degree as well as a Ph.D. in international relations.
— Christopher Barchetto
CPA - Smolin Advisory
With more than 25 years of experience, Christopher Barchetto specializes in providing
tax and accounting/consulting services
to contractors, including general contractors and subcontractors in all segments of the industry. He has extensive experience in providing audits, reviews, compilations, and agreed-upon procedure engagements. Chris also has extensive experience in tax return preparation for corporations, partnerships, and individuals.
— Joe Pasquino
CPA - Smolin Advisory
Joseph Pasquino has been practicing public accounting for over 10 years.
Joe's clients include high net worth individuals and closely held businesses, where he focuses on their tax, accounting and consulting needs. He services clients in various types of businesses, including the Medical, Legal, Information Technology, and Real Estate industries. In addition, Joe provides highly personalized services to our clients in Smolin's Premier Lifestyle Services group and works closely with our approved panel of experts through Smolin Wealth Advisors.
Unlock Your Path to Solving the "A-Client" Problem and Ending Retention Risk for Your Top Clients.
Register now and hear how other CPA's are better serving their
"A-Clients."
A CPA’s top clients typically and regularly break through to the next level of success. And with each level of success comes:
Greater income and tax exposure
Larger estates to protect
More key employees to nurture and incentivize
More and more financial and business issues which require a fresh comprehensive planning review
CPA Trust Unlimited is a service of Palmerston Group Advisors. It uses Palmerston’s “Team of Experts Planning” approach to free CPAs to focus on their best clients. We have done extensive work to create a deep team of outstanding independent experts who cover critical niches of the tax code. We deliver that team’s comprehensive knowledge directly to the CPA while significantly freeing up the CPA’s time. The CPA retains control throughout; ideally, the relationship with the client should never leave the CPA’s hands.
These “A” clients need expert guidance and service from a wide variety of top specialists – and they need the CPA as their trusted advisor to quarterback everything.
Schedule a Call
If you can find 15 minutes, we can show you how to better serve and retain your "A-clients"
Let us know when you're available by selecting your appointment time.
Or - send an email to [email protected] and we will reach out to schedule with you.
