As a CPA, Insurance Professional, or Attorney, you work hard to develop long-lasting relationships with your clients. What if you could increase the value you provide by expanding your business to include financial services?
Many of our advisors are maximizing the relationship they have as a CPA by providing full range of financial planning services for their clients. Exemplar makes it easy for busy CPAs to add this to their practice by providing the OSJ and back office support. In addition, Exemplar’s community of CPAs create an alliance of peers that collaborate with you to help you grow this exciting part of your practice.