The CPA Team Based Model unites tax and business planning specialists to create better results for everyone involved.

Tax Professionals,
Are You Looking To:

There’s Been A Dramatic Shift

As the AICPA put it, CPAs are now expected to be their clients’ “most trusted business advisors”, and as CPA Horizons 2025 pointed out, a CPA is no longer defined by “traditional services such as tax preparation, audits, and financial statements.” 72% of Business Owners Left Their CPA Because They Only Received Reactive Services.

Studies show that clients are looking for enhanced services beyond simple booking and filing taxes.  They are looking for consultants and advisors who can help them navigate through the tax code to find opportunities where they can save money and reduce their taxes. In this shifting landscape, firms that will thrive in the future will learn how to use this trend to their advantage, rather than struggle against it.

The CPA Team Based Model, is designed to help accountants:

  • Reduce the risk of losing clients by being more proactive.
  • Increase organic growth by giving clients a story worth sharing with friends and other business owners.
  • Provide more value and increase client satisfaction.
  • Expand the ‘brain trust’ by working with some of the country’s best specialists.

“I love what you guys are doing. Keep up the great work!”                                                                             

Ronald Baker,  Author of six best-selling books, including, Measure What Matters to Customers and Firm of the Future.

“You’ve hit the nail on the head! This is a great opportunity for CPAs, and I look forward to working with you.”                                                         

Salim Omar,  Author of The Ultimate CPA Practice in the New Economy.

Learn more about the CPA Team Based Model:

Creating a path for the Accounting Professional to become the Proactive Tax-Planning Master you were meant to be.

From the simplest of account roll-overs to the most complex tax mitigation and business planning scenarios, the CPA Team Based Model can help. The following list of our planning specialists is representative of the variety and depth of the team.

  • Technical Specialist
  • Advanced Income Tax Mitigation
  • Asset Protection
  • Succession Planning
  • Qualified Retirement Plans
  • Nonqualified Retirement Plans
  • Financial Planning
  • Captive Insurance Companies
  • Cost Segregation
  • Business Exit Planning
  • Cost Remediation


Lead Team Based Model Consultant

With  years of expertise in everything from business coaching, financial education to strategic business management.   Designing business strategies to help you reduce taxes and increase business wealth is our unique approach to consulting, and our team based approach can make a difference in your firm in as little as a few days or weeks.

We know that it’s hard running a CPA or general accounting firm while keeping up with the latest strategies to maximize your client’s profits. That’s why we’re here. We are passionate about helping firms like yours find the newest and best ways to drive waves of new clients to your door and help you make your existing clients really happy.

And we don’t stop with a simple high level consultation. Our strategies help you implement innovative ways to find new clients, engage them, and secure them without wasting your precious time or resources. Let us worry about implementing advanced strategies for your clients so that you can focus on the fundamentals of your firm.