TPA specializes in supporting accountants and attorneys

The principals of The Professional Alliance have supported CPAs, EAs and tax professionals for almost twenty years, making us one of the most experienced teams in the industry. Unlike salespeople who want to “partner” with an accounting firm just to sell products, we empower accountants and lawyers to maintain and build client relationships by efficiently offering financial services.

Our strategy enables the attorney or accountant to own their financial services business. You see, when clients are referred to financial consultants, the salesperson becomes the “Rep of Record.” The CPA no longer owns the client and has no equity interest in that relationship. In return for perhaps a small referral fee, the legal or tax professional has relinquished control and given up what could be a significant revenue stream.

Not owning your financial services clients could also have an adverse impact when you eventually sell your accounting or law firm. As you know, an increasing number of tax and legal professionals are offering financial services. It makes sense for these professionals to purchase a business that is similar to theirs. But if the financial services practice (usually the most profitable part of the business) has been effectively given away to an outside salesperson, the value of the core business can be substantially diminished.

At The Professional Alliance, we do not infiltrate your practice and jeopardize the relationships you have worked so hard to create. Instead, we function as your back office support team. At all times, you are the CEO of your practice and the ultimate decision maker. We will provide you with the benefit of our experience that comes from having worked with hundreds of accounting and law firms throughout the United States. We will guide you as you navigate the waters of financial services. We can provide you with customized marketing programs and practice management techniques. Together, we can build the financial services practice you want to own. And when it comes time for you to step away you can sell your financial services practice and enjoy the fruits of your labor.