The PAA Difference
PAA believes in the power of partners. What does this mean? Unlike other financial advisory services you may have tried in the past, we work with you from start-up and integration to analyzing your results and beyond. We’ll even work onsite with you, so that you know you aren’t venturing into expansion alone.
Our goal is to help you expand your business in the way that makes the most sense for you and your customers. With this goal in mind, we will help you understand and evaluate your choices for efficiently expanding your service menus.
A Customized Approach
Because each CPA firm is unique and has its own core values that have made it successful, we give you a range of viable expansion options to best suit your firm’s needs.
We believe that when you understand your options—and their relative benefits and drawbacks— you will be able to make more profitable decisions for your firm’s future.
A Proactive Marketing Plan
Often, marketing your firm’s capabilities can seem like the most difficult task of all—which is why we help you to develop a marketing plan that will successfully introduce financial services into your business.
A Commitment to Mutual Success
We understand the value of strong, cooperative alliances, so we strive to create a partnership that optimizes the services available to your customers in a convenient and comfortable setting.
PAA provides tremendous value through our:
- Consultative business approach
- Access to our diverse product and service offerings
- Ongoing training, financial planning, compliance, practice management support, and turnkey marketing solutions
- Valuable insight, expertise, and “primary advisor” relationship status
CPAs are beginning to play a major role in financial services. 18 CPA firms have exceeded $1 billion in investment assets under management, and 63 firms have exceeded $100 million.