Helping Accountants Make the Transition to Wealth Management
There are numerous reasons why CPAs or tax professionals should add financial planning to their accounting and income tax practice. Let’s just review a few:
Imagine having the necessary skills and knowledge to start your own financial planning services.
Savvy accountants grow their businesses by protecting their top client relationships, expanding their bottom line, and leveraging strategic resources and proven systems. Created by financial and accounting industry veterans, the Professional Accounting Service System is a successful affiliate program that offers comprehensive training, targeted education, and gives you the confidence to engage your clients and transform your practice. Make growth your destination. We’ll help you get there.
FFP Wealth Management was founded over 25 years ago by John Graziano, CPA, CFP®, PFS who wanted to make sure his client’s needs and interests always came first. Joseph Graziano, CFP® joined the firm a few short years after its opening and that is when the two brothers decided to focus on working together with accountants.
John and Joe believed that savvy accountants grow their business by protecting their top client relationships, expanding their bottom line and leveraging strategic resources using proven systems to avoid commoditization. That is how they came up with the “Three Ways to Smooth Cash Flow by Adding Financial Services”.
No strings attached - just give us a call to start the conversation!
We have a custom, proprietary framework called "Ways We Can Help" where we work with you to find out exactly how FFP can help you.
Evolve into your new career as a comprehensive financial planner and cultivate business all year long.
Gather Free Tools from Our Book:
Planning your transition can be difficult. With the help of the book Planning the Transition, and FFP Financial Services, Inc., your accounting practice can successfully make the transition in an almost seamless fashion.
With 25 plus years of experience helping accounting practices “Planning the Transition”, authors John and Joseph Graziano have the knowledge and the tools to get your accounting practice over the hump and on to greener pastures.