Partnering with CPA's to provide comprehensive proactive services to their clients while maintaining control of the client relationship and services. Through our partnership with ERT, we are able to bring extraordinary service and advanced strategies to CPAs and their clients. We are improving revenue streams, solidifying their best client relationships, and ultimately improving the work/life balance of our CPA partners and their firms. Delivering greater value to clients by employing strategies so that the CPA and firm become more proactive and holistic for their clients. We facilitate the CPA to position themselves as the most trusted Tax and Business Consultant. The results are better client service, improved client retention, increased revenue, and better time management for the CPA. As a CPA Team-Based Model Consultant, I help CPAs by: Reduce the risks that come from referring clients to third parties Reduce the risk of losing clients by being more proactive Provide more value and increase client satisfaction Expand their "brain-trust" by working with some of the countrys best specialists Increase organic growth by giving clients a story worth sharing with family and friends READY TO TALK? Connect us here on LinkedIn, or email us, or call us. Email: bill@ibsllc.us Phone: (504) 667-5030
Partnering with CPA's to provide comprehensive proactive services to their clients while maintaining control of the client relationship and services. Through our partnership with ERT, we are able to bring extraordinary service and advanced strategies to CPAs and their clients. We are improving revenue streams, solidifying their best client relationships, and ultimately improving the work/life balance of our CPA partners and their firms. Delivering greater value to clients by employing strategies so that the CPA and firm become more proactive and holistic for their clients. We facilitate the CPA to position themselves as the most trusted Tax and Business Consultant. The results are better client service, improved client retention, increased revenue, and better time management for the CPA. As a CPA Team-Based Model Consultant, I help CPAs by: Reduce the risks that come from referring clients to third parties Reduce the risk of losing clients by being more proactive Provide more value and increase client satisfaction Expand their "brain-trust" by working with some of the countrys best specialists Increase organic growth by giving clients a story worth sharing with family and friends READY TO TALK? Connect us here on LinkedIn, or email us, or call us. Email: bill@ibsllc.us Phone: (504) 667-5030