Reduce the risk of losing clients by being more proactive.
72% of Business Owners Left Their CPA Because They Only Received
“Reactive Services”
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.”
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.
Our CPA Team Based Model, is designed to help accountants:
Learn more about the CPA Team Based Model:
Creating a path for tax & accounting professionals the proactive tax planning master you should be. Learn more (COI)
