Partners
Partners

Discover the Power of Association for Growing Your CPA Practice

More than ever, clients are looking for a single trusted source to coordinate their financial planning needs. As a CPA, you’re in a unique position to respond to this opportunity. When you partner with our team, you’ll find we serve your clients the way you do. We focus on advising clients. We emphasize service-focused consultations, not transactions. Not only are we available to consult with your clients, you can always consult with us.

Our program gives you the flexibility to be involved as much—or as little—as you like in presenting planning and investment advice to clients.

Regardless of the extent of that involvement, you remain the “quarterback” of your clients’ financial and tax plans…ensuring your complete control over the ongoing client relationships.

With offices located throughout New England, our team of professionals is dedicated to providing you and your clients high quality service and a superior financial planning experience. We believe that our objectivity can mean a world of difference when helping your clients plan their financial future.

STEP 1

Practice Profile

This in-depth review provides an invaluable assessment of your practice’s infrastructure and how best to introduce financial services to your clients. As we evaluate your practice, we’ll customize our recommendations about the best way to work together, based on your firm’s unique operation and culture.

STEP 2

CPA Marketing Plan

Our program includes a step-by-step proven plan for offering new services to current clients, attracting new clients and growing your business. Besides helping you design a marketing plan, we help you implement it.

STEP 3

Office Set Up

Before you “open your doors” to financial services, we make sure you’re ready for business. We personally come on site to help set up your practice. We also work with you to make sure your staff fully understands this important new service your firm has undertaken.

Contact us to learn more about the valuable program tools and support services we offer your growing CPA Practice.

Northeast Planning Associates, Inc.
43 Constitution Drive, Bedford, NH 03110 (Show Map)
800-255-8452 |


Advisory services may be offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser, or LPL Financial, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. NPA and LPL Financial are not affiliated.

The financial professionals associated with this site may only discuss or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, LA, ME, MA, MN, MD, MO, MT, NC, NV, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA, WI, DC.