CPA Team Based Model


In the last five to ten years there’s been a dramatic shift in what people want and need from their CPAs. 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 a recent survey by the Sleeter Group,
72% of participants said the reason they left their CPA was because the firm only gave them "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.

Elite Resource Team is designed to help CPAs:
  • 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 the "brain-trust" by working with some of the country’s best specialists
  • Increase organic growth by giving clients a story worth sharing with family and friends