Watch as Jeff Forrestall, managing partner of a highly successful Atlanta-area CPA firm, shares his story about how he has taken his practice to another level. Jeff took the steps to become educated about and incorporate financial services into his CPA practice, and he says his clients and firm have benefited enormously from that decision.
If you have a relationship with a CPA looking for new ways to help their clients save huge amounts of money in taxes and broaden the range of services they offer, Synergy is here to help.
As an Alliance Group Member we can guide you through the CPA Advantage process. Give us a call!