CPA Alliances

QP Consulting feels that education and communication are the keys to a successful business partnership. QP Consulting forms alliances with CPA firms and Law firms whose clients need assistance navigating the retirement plan marketplace. We have been approved by the National Association of State Boards of Accountancy (NASBA) to deliver CPE seminars to participating State’s members and would like to talk to you if you feel your firm could benefit from this service.

Our seminars focus on Retirement Plan Fiduciaries, Qualified Plan Design, Non-Qualified Plan Design, Marketplace Trends, and other pertinent topics.

Although some CPA firms have aligned themselves with investment brokers and financial planners or created this service through a subsidiary to deliver personal financial planning to their high net worth clients, there is an immediate need to offer fiduciary support to their clients who own small businesses. Due to the increased regulatory focus on this market niche, a specialist is required to make sure your clients are taking advantage of the various options available to them while insulating themselves from future litigation. If interested in this service, please call us at 202-232-5120.

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