Dan Hatcher Email & Phone Number

CPA's have been hearing about the advantages of making themselves the "go to person" for their clients for "all things business" for years now. They are hearing about the "promise" of getting as much as a 10x boost in their income while working with 1/3 the number of clients. But these articles in their industry periodicals give them no real clue on how to get that setup and working in their practice. I own a proactive and holistic advisory agency designed for the sole purpose of integrating my team of nationally recognized business attorneys, tax mitigation experts, business planners, estate planning attorneys, wealth management specialist and risk mitigation experts to actually be a part of a successful CPA firm's virtual family office. This is what we do at no charge to the CPA. My "Virtual Family Office" becomes a part of our partner CPA's office seamlessly. But more importantly, the CPA is the kingpin and maintains the primary relationship with his clients. This is the key to why we have been so successful. I am looking for CPA's to partner with in working with their business owner and high net worth clients to help their clients make more revenue, keep more of what they earn and make a generational change in their family's future. All this while making the CPA the most important person for their clients business and personal financial strategy. Most importantly, our CPA partners are getting very well paid for this added advisory service! Imagine being able to look at your book of clients and firing your least profitable and troublesome clients (and NOT replacing them) and make 2,3 5 or 10 times the income from your remaining book of business! Now imagine that your A and B book of clients are telling their high net worth friends about the service they are getting from their CPA! I am looking for CPA's who want to grow their business x-fold and simplify their life in the process (work smarter not harder). If your practice fits the profile that would make for a win-win partnership it makes logical sense for us to work together.Let's connect!

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  Freed-Hardeman University

  Business/Corporate Communications