CPA Diamond Program
A powerful set of tools to enrich your CPA practice.
ERA Business Solutions offers you tools to offer proactive, holistic, and value-added planning to your client base, and the potential to grow your CPA practice.
We help you deliver strategies ranging from the simplest account roll-overs to the most complex tax mitigation and business planning scenarios.
ERA Business solutions becomes an extension of your own service offerings, while you remain in the driver's seat - the leader and the primary facilitator of these strategies for your clients.
The CPA Diamond Advantage:
• Reduce the risk that comes from referring your
clients to third parties.
• Reducer the risk of losing your best clients by
being more proactive.
• Provide more needed value to all of your clients.
• Create an additional revenue stream from your
your existing client base.
• Expand your brain-trust and client satisfacition by
working with a team of specialists providing
world class results.
• Increase organic growth by giving your clients a
compelling story to share with their friends, about
the exceptional work their CPA did.
Deliver What Your Clients Expect
There's been a dramatic shift in what people want and need from their CPAs. You are now expected to be your clients "most trusted business advisor," well beyond the traditional services such as tax preparation, audits, and financial statements.
ERA Business Solutions CPA Diamond Program helps you offer much more to your clients in order to meet their expectations.
The Power of Providing
Next- Gen Services
You can become your clients' super hero by offering the services they need and expect from you!
• Retirement Planning
• Qualified Plan Distributions
• Complex Income Tax Mitigation
• Estate Planning
• Business Succession
• Employee Retention Strategies
• Qualified Plan Rollovers
• Assets Under Management
• Life Insurance Retirement Plans
• Family/Estate Protection
• Qualified Plan Implementation
• Premium Financing
• Employee Stock Ownership
• Captive Insurance Companies
• Cost Segregation
• Non-Traditional Financing and
Unsecured Lines of Credit
• Much More!
76% of people said they want their CPA to offer more proactive planning.