CPA Partners

We Understand Your Needs

CPAs value trusted professionals who can augment business/service client strategies, clarify or delegate services (in whole or part) in rounding out their practice.

A Team That Drives Success

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.

Opportunity Delivered

A CPA-Cerberus partnership helps better manage client needs and increases opportunities for mutual business building by:

  • Seeing the bigger picture
  • Pooling resources to understand complex issues and using the tax code to a client’s advantage
  • Determining necessary wage amounts needed for annual contributions/deductions where beneficial for tax savings and cost benefit
  • Creating greater leverage with plan providers working in a strategic partnership and providing comprehensive, timely, and accurate plan administration
  • Providing annual reviews to ensure that the plan design meets continued deduction needs
  • Helping drive relationship-building
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