CPA Partnerships

Partner with Wealth Arm: Elevate Your CPA Practice

Expand Your Services, Grow Your Impact

Join forces with Wealth Arm to offer your clients more than just tax advice. As a strategic partner, you'll provide comprehensive financial education, wealth-building strategies, and long-term financial solutions that complement your core services, helping clients achieve true financial independence.

WHY PARTNER WITH US

Partner Onboarding Process

3-Step Onboarding Process

HOW TO JOIN US AS A CPA PARTNER

Personalized Consultation to Maximize Value

We begin with a tailored consultation to fully understand your business needs and show how our financial services can enhance your offerings. In this session, we’ll break down the partnership structure, highlight the benefits, and demonstrate how aligning with Wealth Arm can help you grow your practice while adding more value for your clients.

Simplified Licensing for Legal Compliance

To legally offer financial services, all CPA partners must obtain the necessary licensing in their state. We make the process simple by guiding you through a quick 14-day study and certification program. Our team will assist you every step of the way, ensuring you’re fully licensed to provide financial planning services in no time.

Full Integration and Comprehensive Support

Once you’re licensed, we fully integrate your business into our system. You’ll receive thorough onboarding, training on working with our financial planning experts, and access to tools for seamlessly introducing financial services to your clients. Our partnership ensures you’re set up for success from day one, allowing you to expand your offerings without any extra workload.

What We Offer.

Tailored Support

Access to innovative tools and financial strategies that cater to your clients' unique needs.

Collaborative Growth

Partner with a team of experts dedicated to empowering families and businesses across the country.

No Cost to Clients

We provide our services free of charge, allowing you to offer even more value without added cost to your clients.

BENEFITS OF A STRATEGIC CPA PARTNERSHIP

Expand Your Services, Add Value

Enhance your client offerings by providing financial services at no extra cost as an extension of your expertise.

Boost Revenue Streams

Boost your business profits effortlessly through our revenue-sharing program—no extra work required.

Business Growth via Referrals

Partner with us to attract more clients and grow your business through increased referrals, improving client aquisition.

JOIN US AS A CPA PARTNER

CPA PARTNERSHIP REVIEWS

“Wealth Arm has been a game changer for our business. My wife and I, both CPAs, had the knowledge to help clients with taxes and finances, but Wealth Arm elevated us to a whole new level. In just two years of partnering with them, we made over $300,000 in profit. But it wasn’t just about the financial gains. They guided us in helping clients prepare for retirement, set up college funds, and create solid estate plans. Their support helped us grow, and we can now offer our clients life-changing financial strategies.”