The Challenge

Now more than ever, it is vital for CPA partners of small and medium-sized tax-prep and bookkeeping firms to add strategic services to their mix of offerings. 

Many firms are feeling pressured by the commodity nature of tax filings. They struggle to break out of this trap to become viewed as a value-added provider by clients. 

If you are part of a family firm or looking to buy out a partner, you may need to increase cash flow without working your fingers to the bone during tax season. 

If you are the relationship manager in the firm or are growing by acquisition, you recognize that the fastest way to as much as double profit is to offer high-value services to your best clients. 

 The Opportunity

Strategic services in the form of Family Office Services could be your ticket to unlock the potential of your firm, get paid what you are worth, and dramatically increase your firm cash flow, your enjoyment, and your status with clients and in your community.  

After years of trial and error and developing a network of over 57 experts in 40 different wealth management specialties, Array Partners has created an on-demand team available to its CPA partners at no upfront cost. 

Firms don’t have to staff up ahead of demand for these services or take on significant fixed costs. Because the Family Office Services are an integrated part of your practice, you don’t lose control of your client relationships. 

The power of this network means you can proactively solve your clients’ toughest problems without spinning your wheels researching solutions and selecting and managing third-party relationships. 

And because it is a win-win relationship, Array Partners is truly a partner in your success to support the growth of your revenues and profits, help you position your firm as the first point of contact for strategic services, and help stimulate referrals to high net worth families and business owners.      

Gain Your Own Virtual Family Office Services Division with No Fixed Costs

Our Family Office Services program gives your clients the freedom to pursue their vision for their life while providing you with a comprehensive array of services to grow your business. 

Family Office Services fall into the following categories:

• Business Services - helping business owners with strategic planning, financing strategies, exit planning, and wealth management services. 

   

• Alternative Investments - providing a range of traditional and alternative investments with an eye towards coordinating with the client’s tax strategy. 

   

• Strategic Relationship Management – offering concierge and management services to save clients’ time and make their life easier. 

   

• Tax and Compliance - supplementing your core capabilities and handling excess demand or special situations.  

   

• Family Governance - helping families with legacy planning and governance. 

  
  

• Income and Estate Planning Tax Mitigation – providing proactive strategies to reduce tax liability in estate, liquidity, and disposition events including sale of a business or building. 

  
  

• Charity and Philanthropy - Creating and managing advanced charitable structures to mitigate tax obligations. 

Here’s an infographic which shows the comprehensive nature of our services delivered through our vast network of experts: 

And new CPA partners can pilot the relationship with an initial project to ensure it is a fit for both sides. 

Find Out if A Partnership with Array Might be Right for You 

Request more information by calling 1-800-301-2813 or click the button below.