Partnering with CPAs
CPAs value trusted professionals who can augment business/service client strategies, clarify or delegate services (in whole or part) in rounding out their practice.
CPAs can choose to work with “bundled” providers that provide recordkeeping, investment platform and administration, or opt for an “unbundled” solution by adding a la carte options into the service mix. The choice is driven by understanding and catering to a client’s goals.
Quality-oriented CPA’s can now demonstrate to clients that they can assemble a team of trusted experts to collaborate on the client’s behalf and that they recognize the strength of teaming with other experts to provide the overall best-in-class service.
Cerberus has specific expertise in administration and insightful plan design that will benefit your clients and help grow your practice.