CPA Team Model

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” 

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: 

  1. Reduce the risk of losing clients by being more proactive 

  2. Provide more value and increase client satisfaction

  3. Reduce the risks that come from referring clients to third parties

  4. Increase organic growth by giving clients a story worth sharing with family and friends

  5. Expand the "brain-trust" by working with some of the country’s best specialists


IF YOU ARE A CPA: watch this short video to show why the current historical approach to accounting is becoming obsolete with recent tax changes. 

Are you a successful business owner and totally frustrated by the amount of taxes you pay every year?

The truth is, the world is full of accountants who do little more than record history, putting the “right” numbers in the “right” boxes on the “right” forms by the “right” deadlines to keep you out of trouble. But then they call it a day.

Are you confident you’re taking advantage of every tax break you deserve?


Tax preparation and doing the company's financials (compliance work) is not a substitute for tax planning


“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

“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

Let Branch Wealth Strategies Help You Gain Financial Freedom.

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