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
