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How to Scale an Accounting Firm in 5 Steps

Learning how to scale your firm can help increase profits and efficiency. Find out the five most essential steps to scaling.


Growing Your Tax Practice
Through Financial Planning

As an accountant, you need a partner that helps you offer your clients a comprehensive approach to

financial planning. FFP Advisor does exactly that. 

financial paperwork
From Accountant to Year Round Financial Advisor 

How to Stay Connected with Clients Post Tax Season?

  • Tax season is a busy time for accountants. But what happens when tax season is over? Do you have the right skills to serve clients throughout the year?
  • Whether or not you have your Personal Financial Specialist license, we want to get you licensed and on track to serve your ideal clients. All year long.
Becoming An All-In-One Solution

Becoming Your Clients' Top Resource for Retirement & Planning 

  • We understand you want to be the best financial wellness resource to your clients. That’s why we equip you with the right tools to become a comprehensive leader in the financial services industry.
  • We have over 25 years of experience in finance and two billion dollars in assets under management. Our company was founded by a CPA and we have 100+ accounting firms operating with our help every day.
computer with financial program

Why Accountants & Advisors Work with FFP


When you join our firm, you become part of a network of financial professionals with a combined expertise spanning 100+ years. In collaboration with financial professionals like you our goal is to deliver integrated, holistic, and comprehensive financial plans that cater to the needs of the public we serve.


25+

YEARS OF EXPERIENCE

$2.0BILLION

in managed assets

100+

Affiliated accounting firms

BECOME A LICENSED FINANCIAL SERVICES PROFESSIONAL

As an Accountant, You Shouldn’t Have to Rely on Tax Season

We know you want to offer top-level service to your clients all year long.  But as an accountant, sometimes you get stuck only offering tax advice. 


By working with FFP Advisors, we help you become a licensed Financial Service Professional who can offer a wide range of services to your clients.  This not only expands the type of services you can offer, but it provides additional revenue for your business all year long.  


Getting started is easy.  


Just book a Discovery Call and we will take you from earning all your income during tax season to creating a consistent revenue stream that lasts all year long.  

Expand your client-base

Gain revenue all year

Achieve consistent growth

Offer Top-Level Services

STARTING IS EASY

Book a Discovery Call Today

1

REQUEST A DISCOVERY CALL 

No strings attached - just give us a call to start the conversation!

2

FIND OUT THE "WAYS WE CAN HELP" 

We have a custom, proprietary framework called "Ways We Can Help" where we work with you to find out exactly how FFP can help you.

3

WATCH YOUR FIRM GROW ​​

Evolve into your new career as a comprehensive financial planner and cultivate business all year long.

female accountant, smiling

How FFP Can Serve You

When you join our firm, you become part of a network of financial professionals with a combined expertise spanning 100+ years. Our ultimate aim is to deliver integrated, holistic, and comprehensive financial plans that cater to the needs of the public we serve.

ARE YOU PREPARED FOR GROWTH?

Stop Wondering If Your Firm Will Survive Each Year

If you think that tax season is where all your income is, think again. Most accountants fail to take advantage of the other needs of their clients throughout the rest of the year. Don't settle for second-best and avoid:

Commoditization of Your Industry
Unclear Compensation Models
Unstable Revenue
Choosing an Untrustworthy Partner
EXPAND YOUR OFFERINGS

Become a Full-Service Leader in Finance

Attract New Clients Through Financial Planning Services
Don’t Settle for Clients that Leave You After Tax Season
Increase Client Loyalty
Increase Revenue and Services Offered

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