CPA Resources

Accountants are critical advisors to both individuals and entrepreneurs. Our commitment to the CPA community is to serve as a valuable resource to them and their clients. A branch of our firm is dedicated to serving CPA's. 

  • CPE Credit workshops offered through out the year.
  • Complementary Advisory Services
  • Succession Planning and Exit Strategy Services
  • Continuing Education via workshops, podcasts and events

Are you a CPA looking for credits? Have questions about structuring a succession or exit strategy for a client or your own firm? Ready to take your practice to another level by adding additional financial resources?

Contact us for specialized advice. 

CPE Credit Seminar