Services for Accountants
Deliver quality financial advice, elevate client
relationships, and grow your revenue.
Capital Directions empowers
accountants to do more for their clients.
Our clients launch profitable wealth management solutions inside their accounting firms — without adding complexity, full-time employees, or headaches.
The financial industry is converging, while survey after survey has shown that members of the accounting profession are already their clients’ most trusted advisors. The big question is: What are you going to do with this trust?
We believe that trust is the perfect foundation for an accountant’s wealth management practice — and a reason to demonstrate how much more value you can add.
Deliver dynamic solutions through a modern wealth management platform
Wealth management support services for accountants and advisors
Prospecting Support
- Tools for identifying prospects, initiating conversations, and managing the pipeline
- Coaching and training on business development and sales
- Assistance during prospect discovery meetings (in-person, online, on the phone)
- Technical analysis for “second opinion” cases
- Sales deck development and design
Fully Outsourced Portfolio Management
- Professionally managed portfolios that fit your clients’ goals and your preferred advice
- Access to a CIO (Chief Investment Officer) for assistance with analysis and recommendations
- Trading and due diligence
- Tax-aware rebalancing with asset location capabilities
- Tax minimization strategies
- A digital platform to manage 401(k) accounts
Freedom from Back Office Tasks
- Dedicated client service manager
- New account paperwork
- Access to multiple custodians
- Full billing support
- Customized cash management
- Record retention support
- No firm-level AUM requirement or minimum TAMP fees
Best in Class Tools and Technologies
- Private-labeled Client Portal for on-demand access
- Paperless reporting
- Private-labeled robo advisor platform as a small account solution
- Advisor Dashboard for accessing client information, forms, compliance documents, and marketing materials
Practice Management Resources
- Client-ready content, including quarterly update letter templates
- Just-in-time consulting on practice management, profitability, and efficiency
- Access to experienced advisors for assistance with client questions
- Annual practice management conference (CE available)
- Educational webinars
Our Process
Introductory Call
Start the conversation with a member of the Capital Directions team. Share your vision. Bring your questions.
Practice Diagnostic
We have you covered from measuring your wealth management opportunity, to ideal client profile, to due diligence. Together, we explore how Capital Directions can help you build a wealth management practice your clients deserve — and what partnership might look like for both of us.
Demo the Capital Directions Technology Platform
Experience the enterprise level technology platform to deliver clients a comprehensive wealth management experience.
Intro to Current Capital Directions Partner Firm
Meet with a current partner firm for personal insight into one accountant’s experience with Capital Directions.
Conference in Atlanta, GA
Spend a day in Atlanta, GA getting to know our multidisciplinary leadership team — and exploring what partnership could do for your firm.
Our Process
Introductory Call
Start the conversation with a member of the Capital Directions team. Share your vision. Bring your questions.
Practice Diagnostic
We have you covered from measuring your wealth management opportunity, to ideal client profile, to due diligence. Together, we explore how Capital Directions can help you build a wealth management practice your clients deserve — and what partnership might look like for both of us.
Demo the Capital Directions Technology Platform
Experience the enterprise level technology platform to deliver clients a comprehensive wealth management experience.
Intro to Current Capital Directions Partner Firm
Meet with a current partner firm for personal insight into one accountant’s experience with Capital Directions.
Conference in Atlanta, GA
Spend a day in Atlanta, GA getting to know our multidisciplinary leadership team — and exploring what partnership could do for your firm.
Rise up to your wealth management potential with Capital Directions
Increase Enterprise Value
While accounting firms often sell for 1.0 to 1.3 times annual revenue, it’s not uncommon for a wealth management firm to be purchased for 2.0 or 2.5 times revenue. Download our “Accountant’s Guide to Adding Wealth Management” to learn how this decision can impact your revenue and exit strategy.
Boost Revenue per Client
Average increase in revenue for accounting clients who become wealth management clients is up to 31 times more over a three-year period. Discover the revenue potential of your practice with a practice diagnostic
Lean on a Team of Experts
Our partners report a smooth transition, happy clients, and steadfast support for every step along the way. Learn more about their experience with Capital Directions.
No Upfront Fees. No Long-Term Contracts.
Capital Directions is on your side. We only get paid when your wealth management business grows. There are no technology or platform fees, no upfront costs, no commitments, and no long-term contracts. You pay a transparent fee for the assets that we manage on your behalf. You own your client relationships. You are in control.
Meet the Advisor Services Team
The Capital Directions Advisor Services team combines technical expertise, experience,
and a commitment to our partners’ success.
Take the next step towards holistic client service, higher revenues, and stronger valuations
Discover the difference that Capital Directions can make for your clients and for your firm.