We Help Position CPA Practices To Become an Accounting Firm of the Future

 

Our mission

Our mission is simple and straightforward; become a primary, essential, and critical resource for CPA firms by assisting them to become irreplaceable in the eyes of their most important clients, create organic growth for their practice, and to help them dominate their marketplace. We help provide a competitive edge over your competition with our comprehensive, customized, proven, and personalized process. Our experience gives you the benefit of avoiding the learning curve that many CPA firms face while expanding their practice into financial services.

Who We Are

The Pappas Wealth Management Group of Wells Fargo Advisors is a value added resource for forward-thinking CPA firms.  Many clients refer to us as an extension of their brain trust or a “hub” to virtually every resource they may need to maximize the value they bring to their most significant client relationships.  We empower CPAs to help grow their practice by utilizing a proven system that delivers a world-class experience for their clients.  Our proven model, turnkey system, and the step-by-step process can help you strengthen your current client relationships as well as develop new ones. Additionally, by integrating wealth management services, it can empower you to exceed client expectations and position your firm to outpace the competition. Our approach allows you to integrate wealth management services into your practice, without materially disrupting your practice.

What Do We Do 

We help firms bridge their accounting-only past with their financial services future.  We aim to be an essential resource for CPA firms by utilizing our client-centric platform.  Our services are performed in the “back office” of your business without the need to refer business to an outside entity. This is a revolutionary process to provide an alternative to the traditional model in which CPAs refer work to financial advisors.

What makes us different? 

We employ a narrow and profound strategy for the CPA industry. We are not all things to all people. We help CPA firms operate systems to their organization that people want, and the competition likely can't deliver. We empower businesses to help fulfill their purpose, build their brand, and grow their business utilizing our customized approach.

When clients that you recommend for professional money management services enroll in one or more of Wells Fargo Advisors investment advisory products, our Strategic Partnership offers your firm:

· A comprehensive program - no commitment or obligation

· Compensation for client relationships

· Income growth potential

Depending on your state's requirements, certain registration and licensing may be required.

Advisory programs are not designed for excessively traded or inactive accounts and may notbe suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosuredocument for a full description of our services, including fees and expenses. The minimum account size for these programs is between $25,000 and $2 million. 

Wells Fargo Advisors, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Wells Fargo Advisors is not a tax or legal advisor.