Learn how partnering with Synergy Financial Partners can help take your practice to the next level. We specialize in helping CPAs incorporate financial services in their practice from an educational stance as opposed to a finance-driven sale.
The CPA Advantage
Our Products are the Solutions that Help You Help Others.
More and more CPA firms are obtaining their license to work with commissioned products, such as life insurance and securities. Tremendous opportunity exists for you to provide your clients with the financial products and services they need. They’ve likely asked you for help in these areas before, or you’ve recognized a need during your CPA work with them. In the past, you’ve likely referred them down the street to someone else, creating unnecessary hassle for the client and unnecessary referral risk for you.
Want to Know More About this Relationship?
“By broadening your relationships, expanding your services and providing the products your clients need to meet their goals and objectives, you’ll not only re-invigorate your practice and move beyond simply surviving, but you’ll also earn money unrelated to time–and that will make a world of difference for your practice.”
What People Are Saying About The CPA Advantage
© Copyright 2019 Alliance Group · Synergy Financial
See how establishing the right relationship could turn into a win-win situation for both parties.
Don Rice, IAR, CCFC
President & Financial Advisor
Synergy Financial Group
Allan Koltin, CPA, CGMA
CEO & CPA Partner
Koltin Consulting Group