We have the systems and processes to help you find and cultivate relationships with other people and organizations including accountants, attorneys and other professionals and firms. These relationships can be very beneficial as sources for your client needs. These alliances also may become good referral sources for you and the growth of your business.
- Assistance in developing relationships with other professionals including CPAs, accountants, banks, credit unions and more.
- Formal revenue sharing agreement models are available for working with other professionals
- Outside activities and strategic partnerships are allowed