Earn More From The Clients You Already Have
Without Increasing Your Workload or Investing Big Money
CPA
What’s The CPA Triple Play?
The CPA Triple Play was created by a CPA with 39 years in the profession to address the tragic flaw in the existing business model for our industry; to create additional revenue sources which monetize and adequately reflect our title of Most Trusted Advisor.
What is the tragic flaw of the CPA model?
The tragic flaw of the CPA model is trading time for money. If we are not generating work, we don’t get paid. More revenue means more work, which means more staff and more carrying costs. Scalability is difficult.
What’s the Answer?
Create additional recurring revenue streams without increasing costs or workload.
How?
The CPA Triple Play is the first and only platform of its kind to connect you, the CPA, with an entire suite of financial service professionals already on board and vetted ready to partner with you.
CPA Triple Play creates the means for you to get paid across numerous related services that you already come across and refer out without ever getting the true value you deserve.
Medicare / Senior Services
The Medicare market has exploded; with 11,000 Baby Boomers a day being added. Medicare is a $950B+ a year behemoth and many of your clients’ daily lives are impacted. You can easily double the revenue you are getting by simply referring out a service they have to have.
Financial Services
You have the most trust. Your referrals and recommendations will be heard and followed by your clients. Everything from annuities to investment portfolios to 401k’s can be handled here.
Insurance – Life & Health Insurance
Your clients need guidance and real-world answers. You have conversations about everything involved in your client’s lives, don’t leave this crucial piece to chance.
Bonus Section
Medicare sales presents an interesting opportunity. Imagine being able to offer your clients a way to work part time and make significant side income. The gap to fill for most is $3k – 5k or so a month. We provide a done for you solution where you can build true wealth quickly and easily.
Social Security Optimization
For many Americans Social Security is their largest single asset. Many of your clients have worked 35+ years and paid into Social Security but 97% of people do not follow optimized strategies. Help your clients grow their assets by connecting them with securities brokers they can trust.
Insurance – Property & Casualty
You have clients that have insurance needs, whether its on the personal lines side for auto and homeowners or on the business side for Commercial coverages for businesses ranging from contractors, restaurants, retail clients and even landlords and property owners.
Mortgages
When your clients are looking for a mortgage generally speaking, they are going to need documentation that you have at your fingertips. So, it’s an easy turn-key solution.
CPA
The CPA Triple Play
Get licensed
STEP ONE
Get Licensed
To earn any kind of commission you need to be licensed. Fear not, this is not the CPA exam that you and I still remember. You will study from the comfort of your own home. You only need a 70 t0 75 passing grade, one time. You already know at least 50% of the material and 94% of people pass on the first try.
Get Connected
STEP TWO
Get Connected
Our referrals are gold and the closing rate of 95% proves that fact out. All of our providers are true professionals and experts in their respective fields.
Get Paid
STEP THREE
Get Paid
Each product pays differently. Most of the insurance products outside of life insurance pay ongoing commissions. Financial services pay ongoing commissions generally. Life insurance and mortgages are almost always one-time payments but tend to be large.
Beyond the recurring income you are also creating as asset that you own.
CPA
If I Can Do It, Anyone Can
I’m Jim Sosinski, and I’ve been an accountant for over 34 years. I’m not an innovator or an entrepreneur, and I’m definitely not the most tech savvy guy in the office. I email my clients offers for services they’re interested in, and I get a commission when they say yes. That’s how simple it is.
Jim Sosinski
Innovator & Entrepreneur
CPA
Key Benefits to CPA Triple Play
At its very core, the CPA Triple Play is a series of Joint Ventures between you as the referrer and our team of financial professionals.
Key Benefits for you:
Diversified Revenue Streams
By partnering with insurance agents, financial advisors, and mortgage brokers, CPAs can tap into additional income sources beyond tax preparation and accounting. Each referral can generate commissions from insurance policies, financial products, and mortgage services.
Increased Client Retention
Offering a more comprehensive suite of financial services helps CPAs become a one-stop shop for their clients, increasing client loyalty and satisfaction. Clients are more likely to stay with a CPA who can meet multiple needs in-house or through trusted partners.
Enhanced Value Proposition
Joint ventures allow CPAs to provide holistic financial planning, covering taxes, risk management, investments, and home financing. This added value strengthens their position as their clients’ most trusted financial advisor.
Access to New Markets
By working with professionals in insurance, financial services, and mortgages, CPAs can gain exposure to new markets and clientele, expanding their business through cross-referrals from partners who have different networks.
CPA
Scalability and Passive Income
Joint ventures offer opportunities to earn commissions or fees from client referrals, creating passive income. This scalable model allows CPAs to grow their income without directly handling additional services or workloads.
Strengthened Professional Network
Collaborating with other financial service providers enhances a CPA’s professional network, giving them access to more knowledge, resources, and opportunities to further develop their expertise and business.
Improved Client Outcomes
Partnering with specialists in insurance, financial planning, and mortgages allows CPAs to offer better, more comprehensive solutions for their clients’ financial health, which ultimately leads to stronger client relationships and better outcomes.