Reduce the risk of losing clients by being more proactive
Expand the "brain-trust" by working with some of the country’s best specialists
Increase organic growth by giving clients a story worth sharing with family and friends
Provide more value and increase client satisfaction
Reduce the risks that come from referring clients to third parties
There’s Been A Dramatic Shift
As the AICPA put it, CPAs are now expected to be their clients' “most trusted business advisors,” and as CPA Horizons 2025 pointed out, a CPA is no longer defined by “traditional services such as tax preparation, audits, and financial statements.”
72% of Business Owners Left Their CPA Because They Only Received “Reactive Services”
In this shifting landscape, firms that will thrive in the future will learn how to use this trend to their advantage, rather than struggle against it.
The CPA Team Based Model is designed to help accountants:
Are you a successful business owner and totally frustrated by the amount of taxes you pay every year?
The truth is, the world is full of accountants who do little more than record history, putting the “right” numbers in the “right” boxes on the “right” forms by the “right” deadlines to keep you out of trouble. But then they call it a day.
Are you confident you’re taking advantage of every tax break you deserve?
Tax preparation and doing the company's financials (compliance work) is not a substitute for tax planning.
“I love what you guys are doing. Keep up the great work!”
–Ronald Baker, Author of six best-selling books, including, Measure What Matters to Customers and Firm of the Future
“You’ve hit the nail on the head! This is a great opportunity for CPAs, and I look forward to working with you.”
–Salim Omar, Author of The Ultimate CPA Practice in the New Economy
Want to see what real tax planning
can do for your situation?
Dave B. Doerr helps accountants and business owners by educating them on the basics of advanced planning, leading them through a process to identify planning opportunities, and providing them with a team of the country’s top specialists to help along the way. Ultimately, this allows the best solutions to get done in the most efficient and risk-free system available.
David holds the Chartered Financial Consultant and Chartered Life Underwriter designations. He has been in the financial services industry since 1976 and his industry recognitions include Life Membership in the Million Dollar Round Table, earning both Court of the Table Honors and Top of the Table Honors.
As an independent Wealth Manager, Dave serves high-income and business owners in the following areas of expertise:
Annuities and Life Insurance
Business Continuation Planning
Business Succession Planning
Comprehensive Financial Planning
Investment Portfolio Analysis
Tax-Sensitive Investment Analysis