Reduce the risk of losing clients by being more proactive.
Are you a Strategic Partner looking for resources?
72% of Business Owners Left Their CPA Because They Only Received
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:
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.
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)
Level 5 Financial
102 S. Tejon Street, Suite 1100 Colorado Springs, CO 80903
1755 Telstar Drive, Suite 300 Colorado Springs, CO 80919