Financial Services for CPA, EA, Tax Professionals

Concierge Financial Services

The Professional Alliance specializes in supporting accountants and attorneys

The principals of The Professional Alliance have supported CPAs, EAs and tax professionals for almost twenty years, making us one of the most experienced teams in the industry. Unlike salespeople who want to "partner" with an accounting firm just to sell products, we empower accountants and lawyers to maintain and build client relationships by efficiently offering financial services.

Our strategy enables the attorney or accountant to own their financial services business. You see, when clients are referred to financial consultants, the salesperson becomes the "Rep of Record." The accountant no longer owns the client and has no equity interest in that relationship. In return for perhaps a small referral fee, the CPA, EA or tax professional has relinquished control and given up what could be a significant revenue stream.

Not owning your financial services clients could also have an adverse impact when you eventually sell your accounting or law firm. As you know, an increasing number of accountants and attorneys are offering financial services. It makes sense for these professionals to purchase a business that is similar to theirs. But if the financial services practice (usually the most profitable part of the business) has been effectively given away to an outside salesperson, the value of the core business can be substantially diminished.

The Professional Alliance also offers online courses for CPA and CFP® Continuing Education, as well as insurance license CE credit. If you would like to obtain an additional license, we can provide you with online securities exam prep as well as courses to help you prepare for an insurance licensing exam.

Learn more about The Professional Alliance Virtual University