When you need help, someone who knows five things more than you do about the subject at hand can sound like an expert. They are not and finding that out can be expensive and time consuming.
Real experts are immersed in their subject and have been studying their specialty for many years. We bring true expertise to the table and blend it into a functional team that helps grow wealth, protect wealth and transfer wealth.
We draw our experts from a large pool of independent practitioners nationwide. They are not on staff. We believe that no single individual or firm of individuals can have the best of class in every category. That is why we outsource our experts. This gives us the freedom to go directly to the individuals whom we feel can contribute the most to your unique situation.
The relationship with your CPA can be critical to your business success. A good CPA has more at their disposal than your tax returns. A quality CPA has access to dozens of business experts, both financial and general business that can be tapped to make to grow and streamline your business.
Our staff members and your local CPA may have a specialty, but they are primarily generalists who are charged with having enough broad spectrum knowledge to act as liaison for your team. They are your primary points of contact and the head coaches of your all-star-team.
At CPA Advantage we create custom wealth building teams that are tailored to your specific business and financial needs. Each business is different and every wealth portfolio is driven by its own unique set of goals and objectives. Our job is use pull in those experts that are most appropriate to your personal financial mission.
We use a team approach because years of consulting has taught us that when product sales personnel and fee for service consultants quibble over turf, instead of focusing on the needs of the client, the client suffers. The sales person wants to sell you a product, even though it might not be an exact fit. Alternatively, the safest thing the consultant can say is no. There are seldom repercussions from a decline. Saying yes is a risk. But a yes might well be what the client truly needs.
Sellers of general business products and services and the legal and financial advisers you pay both have conflicts and biases. There is no way to avoid them. However, by forging commission based and fee based individuals into a team with a fiduciary responsibility to you and your business, those conflict s and biases are mitigated.
Everyone who speaks to you about the future of your business or your wealth has a bias and that bias might even be unknown to the individual themselves. Our job is to kill the bias in order to bring you, our client, a set of viable, cost effective options for each of your business and personal financial objectives.