Black Pearl Financial Services, LLC is designed to help CPAs deliver more value to their clients. We accomplish this by training them on the basics of the necessary solutions, leading them through a process to identify opportunities, and providing them with a team made up of many of the country’s top specialists. Ultimately, this allows them to deliver some of the best available solutions in what many believe to be the most efficient and risk-free system available.
By working with Black Pearl Financial Services, LLC and utilizing our Team Based Model, you will learn how to:
- Reduce risk of losing your best clients to the competition
- Provide more value to all of your clients by expanding your services
- Expand your brain-trust by working with the top experts in the country
- Increase organic growth by solidifying your role as the “go-to-guy”
- Create an additional revenue streams from your existing client base
As your partner using the CPA Team Based Model, you can expect me to personally meet, educate, and train you to work more proactively with your clients, and help you identify opportunities to:
- Mitigate income tax problems
- Perform efficiency audits on financial plans
- Reduce financial and investment risks
- Reduce unnecessary business risks
- Reduce estate taxes
- Incorporate financial planning services
At Black Pearl Financial Services, LLC, we help CPAs deliver more value to their clients.