CPA Partnership Program
We partner with CPAs who want to grow revenue and retain clients through value-added financial strategies. Our CPA Advantage Program provides:
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Revenue-sharing opportunities
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Comprehensive financial solutions for clients
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White-labeled marketing and back-office support
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If you’re a CPA looking to expand your firm’s offerings.
CPA Advantage Program
Unlock New Opportunities with the CPA Advantage Program
We understand the evolving landscape for CPAs. Traditional revenue streams from tax and accounting services have been under pressure due to advances in technology and software. To remain profitable and sustain growth, CPAs must continuously seek new opportunities to enhance their service offerings and provide greater value to their clients.
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National Life Insurance Company’s CPA Advantage Program is designed to bridge the gap between financial professionals and CPAs, fostering strong, mutually beneficial relationships that extend beyond traditional accounting services. By joining forces with us, CPAs gain access to a wide array of financial solutions that empower them to better serve their clients with confidence and trust.
Why Partner with Us?
CPAs who integrate financial services into their practices are not only enhancing client satisfaction but also creating new revenue streams. Instead of relying solely on seasonal tax preparation income, CPAs can now generate revenue year-round by offering services their clients already need. Many business owners are seeking additional strategies to optimize their financial health, and you can be the trusted advisor they turn to.
Expand Your Service Offerings
By collaborating with a financial professional, CPAs can offer a range of financial products and services traditionally available only through insurance and financial services firms. These strategies can potentially help reduce a business owner's tax burden and improve their financial outlook. Some of the key offerings include:
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Retirement Planning Solutions
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SEP IRA
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SIMPLE IRA
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401(k) & Safe Harbor Plans
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Profit Sharing Plans
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Defined Benefit Plans (Cash Balance Pension, 412(e)(3), Traditional DBP)
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Business Continuation & Wealth Transfer Strategies
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Buy-Sell Arrangements
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Structured Installment Sales
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Charitable Remainder Trusts
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Premium Finance Strategies
CPAs who have already embraced these expanded services are experiencing increased customer satisfaction, enhanced client relationships, and improved profitability. By offering a comprehensive suite of financial services, you can position yourself as a one-stop resource for your clients' needs.
Boost Your Firm’s Profitability
For many CPA firms, 90% of their bottom-line profits are earned between January 1 and April 15. The challenge then becomes maintaining profitability during the remainder of the year without overextending resources. Instead of struggling to keep staff busy or reducing costs by sending employees on extended vacations, why not introduce services that will generate ongoing revenue?
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The CPA Advantage Program enables you to earn compensation unrelated to time, meaning you are no longer limited by billable hours. By leveraging your existing relationships, you can create additional profit centers within your firm, all while enhancing the financial well-being of your clients.
A Proven Partnership Model
Unlike firms that are just now recognizing the potential of CPA-financial professional partnerships, our strategic partner, National Life Group®, has been leading the way for nearly 30 years. Through our program, you gain access to a proven model that allows you to integrate financial services seamlessly into your practice.
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With the CPA Advantage Program, you will benefit from:
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Access to a comprehensive portfolio of financial products and services
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Customized marketing and training programs
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Support in client acquisition and retention strategies
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A trusted partnership model that prioritizes client relationships
Strengthen Client Trust & Loyalty
Your clients already trust you with their most important financial matters. By expanding your services to include financial strategies that address their long-term needs, you reinforce that trust and deepen client relationships. Instead of seeking these solutions elsewhere, they will turn to you, their trusted advisor, ensuring they receive expert guidance from someone who truly understands their financial goals.
The Time to Act is Now
With an increasing number of CPA firms recognizing the benefits of financial services integration, now is the time to position yourself ahead of the competition. By joining our CPA Advantage Program, you gain a strategic edge that not only enhances your clients’ financial security but also drives your firm’s success.
