CPAlliance

02/03/2025

🌊 Meet K.C. Wilson, a CERTIFIED FINANCIAL PLANNER® and financial advisor here at CPS Investment Advisors! K.C. helps clients achieve their financial goals by day, but by weekend, he's dominating the waters as a slalom skiing champion! 🏄‍♂️

With a background in business and accounting from Florida Southern College, K.C. brings a wealth of expertise in trading, portfolio management, and market analysis. His dedication to both personal growth and client success makes him a standout on and off the water.

K.C. Wilson is eager to support CPAlliance Members as they empower their clients on the journey to financial independence. By combining his financial expertise and commitment to service, he is excited to help Members make a lasting impact in their clients' lives.

🤟 Learn more about K.C. and connect with him for all your financial planning needs: https://cpsinvest.com/team-members/k-c-wilson/

10/07/2024

📣 UPDATE: The CPS office is open and our entire team is here to assist you.

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Due to Hurricane Milton, our office will close at 1 p.m. on Tuesday, October 8th. We plan to reopen on Friday, October 11th, but we will keep you updated as the situation evolves.

Although the CPS office will be physically closed, please remember that we will still be available to service any urgent client distribution requests during this time.
Be sure to review the email from our CPAlliance team with your necessary instructions.

Please don’t hesitate to reach out before or after the storm if you need assistance or support. The entire CPS Investment Advisors team is here for you. 🌧️🌪️

09/19/2024

If you're a CPA who's decided to expand their services and become a CPA Financial Planner, congratulations! The next step in your journey will be an exciting one. But now it's time to consider the most important question: how can you make your dream a reality?

In our "Define Your How" blog, we outline three steps to develop your a Tax & Financial Planning firm. Each of these steps thoughtfully considers aspects including how to get the support you need, how to best connect and communicate with your clients, and how to determine your investment philosophy.

Now that you've made this decision, it's on to the next exciting chapter! Bring it all to life with the help of our blog 👇

Make sure these three crucial items are on your checklist as you define how to develop your full-service tax and financial planning firm.

09/04/2024

As a CPA, are you dreading the long hours, stressful weeks, and inevitable extensions you're going to have to file this upcoming tax season?

What if we told you there was a way for you to avoid another grueling tax season? By expanding your services and becoming a CPA Financial Planner, you can not only avoid another draining tax season, but you can better help your clients gain financial independence.

Our free Evaluate Your Tax Practice Worksheet can help you determine if becoming a CPA Financial Planner is the next step for you. Get your free checklist through the link below 👇

Determine if you’re ready to become a CPA Financial Planner by asking you crucial questions, including the why, what, and who of your business.

08/21/2024

If you're considering becoming a CPA Financial Planner, one of the most important steps is to determine your "who", or your target niche and audience. Evaluating your “who” can be an incredibly effective exercise to ensure your practice runs efficiently, allowing you to give your best efforts to your most aligned clients, maximizing your practice growth, and avoiding burnout.

So, how do you get started identifying your "who" or niche? In our blog, we break it into 4 easy steps:

🔹 Define their Attributes
🔹 Evaluate Your Current Audience
🔹 Compare your Audience and Attribute List
🔹 Define Their Need

Dive into these steps and more in our blog, "Define Your Who," below!

Discovering your “who” allows you to narrow your focus, determine your niche, and decide how you can best service your ideal clients!

08/07/2024

Hey CPAs! 👋 If you're ready to expand your services and help your clients reach financial independence, becoming a CPA Financial Planner is your next step!

Not sure where to start? Download our free Evaluate Your Tax Practice Worksheet! This worksheet can help you determine why you want to become a CPA Financial Planner, what services you want to offer, and what existing clients could benefit from your new services.

Click the link to get your Evaluate Your Tax Practice Worksheet: https://hubs.la/Q02K4SdP0 📝

Determine if you’re ready to become a CPA Financial Planner by asking you crucial questions, including the why, what, and who of your business.

07/24/2024

More and more CPAs are expanding their tax practices and providing personal financial planning to their clients. Why? Because becoming a CPA Financial Planner allows you to better serve your clients and help them reach financial goals and independence

If you're considering becoming a CPA Financial Planner, we identified three questions you are likely already asking yourself:

🔹 Why is there a demand for CPAs to offer financial planning services to their clients?
🔹 Why is becoming a CPA Financial Planner your best value proposition?
🔹 Why is working with a TAMP so beneficial for CPA Financial Planners?

If you're hoping to grow your practice and expand your services, start with your why. Read more through the link below 👇

In order to make some big decisions about the trajectory of your tax practice, it's important to ask yourself some questions, including why?

07/11/2024

🏆Building strong relationships and helping their clients prosper on their financial independence journey has led Gragg Financial to earn the Largest Assets Under Management (AUM) award at this year's 28th Annual CPAlliance® Executive Roundtable.
👏Congrats to the Gragg Financial team! We look forward to seeing your continued success serving clients in Shelby, NC, for many more years to come as a CPAlliance® Member.

07/10/2024

Are you a CPA looking to expand your tax practice services to better help your clients reach financial independence?

Then consider becoming a CPA Financial Planner. CPAs are in an ideal position to become an all-in-one advisor to their clients, blending their tax knowledge with financial planning to address all their client's financial needs!

If you're considering the next step, download our Evaluate Your Tax Practice worksheet to help you get started: https://hubs.la/Q02FXCLG0 📝

Determine if you’re ready to become a CPA Financial Planner by asking you crucial questions, including the why, what, and who of your business.

07/08/2024

An anticipated part of every annual CPAlliance® Executive Roundtable is the awards! 🏆 This time during the event is an opportunity to acknowledge firms for their efforts in continuously helping their clients achieve financial independence through financial planning.
🌟The 2024 "Rising Star" award went to Hurlburt Financial! Congratulations to Rob Hurlburt, Susan Hurlburt, Mitchell Bruner, and the rest of the team for their dedication to their clients.