Kick your tax season stress by increasing your year-round business. At ACP, financial planning is more than a numbers game—it’s about people. The ACP System contains the tools and education you need to successfully transition your CPA firm into a fee-only model that fuses your business’s best interests with your clients’ financial needs. With ACP's help, you can advance your career by expanding your business to include financial planning. Change the way you do business by becoming a member of the Alliance of Comprehensive Planners and transitioning to the ACP System™.
Adding financial planning to your practice will allow you to:
- Look beyond the snapshot to evaluate your clients’ overall financial picture
- Leverage your tax knowledge to increase your firm’s revenue
- Cultivate your existing client relationships to grow your business
- Balance your year-round workload to stabilize your firm’s revenue stream
You Are Not Alone
As an ACP member you will be a part of a network of financial planners that will help you make the transition. Our Member Resources Coordinator will pair you with an ACP member mentor who has successfully transitioned their CPA practice into a financial planning firm. Check out Bridget's story.
For a deeper look at what you can expect from fee-only financial planning, watch CFP® Chip Simon’s The Three R’s of Retainer-Based Financial Planning: Revenue, Retention, and Relationships. This webinar will help you determine if fee-only is right for you.
Member Experience Panels
Get the inside scoop on implementing the ACP System™ from ACP members who have successfully made the switch. Sign up for one of our upcoming online Member Experience Panels. This is your opportunity to ask questions about transitioning your practice and becoming a fee-only planner.