Thank you for your interest in my new educational video about the Power of Professional Collaboration.

As I’m sure you know, there’s been a dramatic shift in your industry. It feels there’s not a week that goes by without some accounting industry article being written about this shift, which is that the value proposition of accountants and tax professionals is no longer defined by tax returns or compliance services. The economic conditions of the last 5-10 years have created a serious demand for CPA’s to become much more proactive, provide more valuable advisory and planning services, and act as the “trusted business advisor” for their clients.

What the best clients want is less emphasis on the backward-looking traditional compliance services and more emphasis on forward-looking, value-added services. Services like personal planning, business strategy, and advanced tax planning. That means CPAs must become more proactive instead of reactive, really looking ahead to help clients make smarter decisions, while protecting and growing their wealth. How? By integrating strategic partners and sophisticated planning tools to provide a broader scope of service. This really is what the best clients want from their trusted advisors.

Meanwhile, it is becoming increasingly difficult for tax professionals to earn premium fees, maintain attractive profit margins, and build valuable business equity. For many, the problem isn’t that they don’t have enough clients, it is that they have too many clients they are providing with low-margin tax compliance services and not enough clients they are providing with high-margin, value added services. As a result, they end up spending far too much time and energy on low-value tax compliance services for too many clients, and their average revenue per client is much lower than they would like, so their work just feels like a never-ending grind.

Many tax professionals are having trouble keeping up with these shifting demands, in addition to all of the new tax law changes. Many are seeking to build a better business model, but don’t know how. So the real question is: How do you increase your average revenue earned, and value delivered to your best clients, without increasing your already overburdened workload?

The answer is to work smarter, not harder, by utilizing the power of collaboration through adoption of The Team Based Model. This innovative model can help you to:

• 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
• Command increased fees by offering higher-margin services
• Expand your “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

In the video, I answer these questions and more. Learn how you can work in collaboration with a team of expert professionals to help you serve your clients better and dramatically upgrade the profitability and quality of your business.

If you’d like to discover how the Team Based Model could help you improve your business and overall quality of life, we should talk.

Whether you and I ever spend five minutes together or not, you are holding a tool that will make your business — no matter how good it already is — even better. I hope you will use it.