CPA Team Based Model


CPAs are being asked to handle topics such as retirement planning, qualified plan distributions, complex income tax mitigation, estate planning, business succession, and employee retention that they are not necessarily equipped to address. As a result, they are forced to refer their clients out to third parties. However, the referral model is riddled with risks such as damaging client relationships, or poor results due to mediocre referral alliances. This is in addition to the fact that it is already challenging to keep up with the state and federal income tax law changes, as well as new programs such as the Affordable Care Act.

By working with the Elite Resource Team and utilizing the CPA Team Based Model, a true win/win/win is created.

Let’s examine this from each party’s perspective:


In a recent survey by The Sleeter Group, 76% of participants said they left their CPA because the firm only gave them "reactive service." This model allows a CPA to become a more proactive and trusted consultant who acts as a “one stop shop” for their clients.

The CPA Team Based Model allows CPAs to:
  • Reduce the risks that come from referring clients to third parties 
  • Reduce the risk of losing clients
  • 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 their clients a unique story to tell

CPA's Client

Today, more than ever before, the “client experience” is a deciding factor for prospective clients. This model has virtually no downsides and numerous upsides for the client, including:
  • One point of contact for all of their financial needs
  • CPA remains their “quarterback” overseeing the planning process
  • Truly holistic and comprehensive solutions
  • Top-notch results coming from some of the best specialists in the country