Expanding Your Services

Accounting firms of all sizes throughout the United States are expanding on their traditional services by becoming financial advisors and wealth managers. This is being driven by structural changes in the CPA profession, new regulation, and emerging opportunities. Almost all CPAs are aware of the changes and opportunities. But this leaves one critical question: Why Should YOU consider expanding your practice in financial services? At PAA, we believe the best answer may be shorter and simpler than you think.

Because You Have Choices

PAA will make sure you understand the full range of choices you have for expanding efficiently in financial services, without losing sight of the key values and core competencies that you have worked so hard to achieve. We offer a range of structural options for setting up strategic alliances, and each can be customized based on your firm's needs.

Imagine the Possibilities

One choice you can make right now is to imagine the possibilities for the future of your firm when you choose to expand your services. Financial services are a natural fit for CPAs. These services can help meet client demand while also providing additional revenue streams beyond tax season as well as a competitive edge.


According to the CPA Vision Project: 2011 and Beyond from AICPA, "CPAs must rapidly develop new skills, gain knowledge, and develop new competencies in broader areas of business practices so they are able to jump the experience curve."

"The opportunity for gain is to increase revenues by 15 to 20% in the first year of the strategic alliance, most of which will drop straight to the bottom line."
— Source: Tom B. Martin, Vignone Agency