CPA Firms
Your Quiver, Our Arrows
The TBA Team is your answer: Partner with the TBA Team and instantly have a seasoned group of financial professionals in your corner. Allow us to put in the time on your behalf, vetting solutions and concepts for your top clients. We will present these solutions to you for additional vetting. Once recommendations are to your firm’s liking, it will be presented to your client under your direction. Then, the implementation of that plan will be handled by TBA Team, all the while keeping you apprised. By making one call to the TBA Team, we will save you hours of work and create a billable plan, and new billable hours for your CPA firm.
A Better Way
Are you stuck in your ways? When you refer your top clients out, is your relationship with them at risk? Are your top clients seeing value in you or those you refer them to? Have you lost control when you refer your best clients out to other professionals? There is a better way.
Are your affluent clients happy?
End the experience of watching your top clients outgrow you and move on to greener pastures. With the TBA Team resources, your clients will never outgrow you. Instead, they will promote you and your firm.
Team Based Model
Find the better way by being proactive and comprehensive with your top Business Owner Clients. Let TBA Team, behind the scenes, align and organize the top forward thinking professionals nationwide to provide you with comprehensive solutions. Create a huge advantage by leveraging TBA Team resources.
We Shine a Light on You and Your Firm!
How? Your top clients will brag about your firm to their colleagues. Deliver the Very Best Solutions to Your Best Clients AND You Get All the Credit. Instead, you will strengthen your relationship with your best clients and will not put it at risk by referring them out.
True Organic Growth
All value comes from you. TBA Team will elevate your value in your client’s eyes. Your TBA Team will shine a light on you and your firm. Grow your practice by having your best clients telling your story. Grow your“A” client list organically.
You Control Everything
We deliver the solutions that you direct, in the manner that you direct, to the clients that you choose. Simply put, we are here to enhance your firm in the eyes of your best clients.
One Trusted Source
We know the #1 trusted source is you, the CPA Firm. You are the most trusted business advisor, and your top clients should be able to place one call for all of their financially related issues and concerns. That call should be to you, and in turn we at TBA Team help you deliver those comprehensive solutions to these irreplaceable clientelle.
The All in One Solution
Implementing the Team Based Model with TBA Team gives you many solutions.
- Retain top clients
- Attract top prospects
- Alleviate your time by delegating
- Create space in your calendar to dedicate more time to your passions or family.
