05/11/2026
Most CPAs are sitting on a goldmine they don't realize they have — and it's not in their tax returns. It's in their client relationships.
Brian had the opportunity to contribute to the April 2026 edition of the International Accounting Bulletin, where he explores how CPAs and RIAs can structure fee models that actually work for both sides — and more importantly, for clients.
The core idea: the traditional referral-and-forget arrangement leaves real money on the table. A properly structured CPA-RIA partnership transforms routine tax clients into comprehensive wealth management relationships — higher engagement, higher retention, and significantly higher margins.
A few things he digs into:
The pricing structures that benefit CPAs, RIAs, and clients
How to move beyond referral fees to revenue-sharing models that scale
Why the clients you already serve are your best growth opportunity
If you're a CPA with a solid book of tax clients and you've been wondering how to convert those relationships into something more valuable — this article is for you. The opportunity is real, and the path is more straightforward than most think.
📖 Read the full article here: https://accounting.h5mag.com/edit-iab_apr26/structuring_fee_models_in_cpa_and_ria_partnerships?preview=38edf2d6-10882
Comment or DM us if you want to talk through how this could work for your practice. We'll share what we've seen work.
