Unique, wealth management services that help CPA firms stand out from the competition

In 2013, annual revenue in the U.S accounting services industry will rise only 1.3 percent, to $72.9 billion. Over the next five years, it’s projected to grow to $80.1 billion – a mere 1.9 percent annual rate, according to the research firm, IBISWorld. Viability depends on retaining the clients you have, attracting new ones – and standing out from the competition.

Wealth management can help CPAs…

  • Sustain growth
  • Stay competitive
  • Retain top clients
  • Generate new revenue


  • For your clients: You will be able to provide comprehensive solutions for tax planning and preparation, bookkeeping, financial planning and investment services from a trusted advisor.
  • For your partners: Generate recurring revenues to build the equity value of the firm
  • For your firm: Compete against full-service investment advisory firms in your market

Financial services for CPAs from Cerner Capital

  • Turnkey solutions through our compliance and back office management affinity partners
  • Financial planning and asset management solutions for your clients