Americas Best TAMPS 2024 - 28

2024 AMERICA'S BEST TAMPS
CPALLIANCE®
Shawn J. McCabe
Director/Partner
CPAlliance®
* 205 East Orange Street, Suite 310,
Lakeland, FL 33801 * www.cpalliance.com
As a premier CPA, you are not only your clients' trusted financial advisor
but also the cornerstone of a thriving practice. CPAlliance®
is designed to
augment your professional journey, addressing the complex demands of
your role with a comprehensive suite of services.
Your Financial Success, Our Expert Commitment: CPAlliance®
receive exceptional service, guided by our team of distinguished CPAs,
CFPs®
, and skilled administrators. Our collective expertise, spanning
a vast array of financial disciplines, guarantees you access to unparalleled
proficiency and insight. With CPAlliance®
, AEPs®
, you are not just choosing a service;
you are partnering with a team passionately dedicated to your success.
Innovative, User-Friendly Technology: CPAlliance®
In the coming decade, the
Turnkey Asset Management
Program (TAMP) industry
will experience technological
advancements, industry
consolidation, and increased
regulatory complexities.
This period will also see
accelerated money-in-motion
and a continued shortage of
qualified CPAs and Financial
Planners. As a result, there is
a growing need for CPAs to
expand their services beyond
traditional roles, including
financial planning and
investment advice.
CPAlliance®
provider, offers advanced
technology, exceptional
service, and robust support.
Recognizing the challenges
CPA tax professionals face
in broadening their services,
CPAlliance®
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
IPO
CONTRACTSCALABILITY
ACHIEVEMENT
CAPITAL
delivers tailored
FINANCIAL ADVISOR
MANAGING
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTHSOLUTION ORGANISATION
REPORT
CONTROL
focuses on efficiency
and simplicity. Our streamlined technology solutions are crafted for hasslefree
integration, enabling you to concentrate more on client relationships and
less on administrative tasks.
Alignment with Professional Standards: Our investment advisory services
align with professional standards. Your ability to tailor financial planning and
portfolios to your clients' needs helps ensure ethical and effective advice.
A Community of Forward-Thinking Professionals: As a member, you
join an esteemed community of CPAs, a think-tank fostering collaboration,
innovation, and shared learning among top professionals.
Simple and Transparent Fee Structure: Our straightforward fee-split
arrangement ensures clarity and ease in managing the financial aspects of
our partnership.
Dedicated Support for Practice Growth: Our dedicated support team
is always ready to assist in managing and growing your practice, offering
tailored guidance to meet your evolving needs.
Joining CPAlliance®
, a leading TAMP
means partnering with an organization that understands
and supports your aspirations for greater success and client satisfaction.
Embrace the opportunity to elevate your practice with CPAlliance®
STARTUP
47 ED I T A B L E L I N E I C O N S S E T
DISCOVER
RESEARCH
START UP
STRATEGY
DEVELOPMENT
47 ED I T A B L E L I N E I C O N S S E T
SUPPORT
PRODUCT
VALUE CHAIN
STRATEGIC FEATURES
MARKETING
IDEA
BUSINESS PLAN
DEADLINE
FINANCIAL STRATEGY
PROGRESS
DECISION MAKING
INNOVATION
CROWD FUNDING
solutions that enable efficient
and effective management of
clients' diverse financial needs.
Committed to innovation
and excellence, CPAlliance®
constantly updates its
programs and platforms to
meet the industry's changing
demands. Our TAMP solution
empowers professionals to
fulfill and surpass their clients'
expectations. Partnering with
CPAlliance®
TIME IS MONEY
REPORT ANALYSIS
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
QUALITY
means joining
FINANCE
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
DIRECTION
forces with an organization
equally invested in your
success and your clients'
financial health. Join us in
redefining financial advisory
standards.
ACHIEVEMENT
ACCOUNT REBALANCING
ACCOUNT AGGREGATION
THINK OUTSIDE
THE BOX
ACHIEVEMENT
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
EXPLORE
CALENDAR
CLIENT-FACING
INVESTMENT
ORGANISATION
PROBLEM SOLVING
REPORT
WORKFLOW
47 ED I T A B L E L I N E I C O N S S E T
PROJECT
PERFORMANCE REVIEWS
CLIENT PORTAL
COMPLIANCE TOOLS
CUSTODIAN AGNOSTIC
ADVERTISING
TAKE OVER
REVENUE
DEFENSE STRATEGY
CONTRACT
47 ED I T A B L E L I N E I C O N S S E T
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
BUSINESS
STRATEGY
REPORT ANALYSIS
INVESTMENT
ORGANISATION
STRATEGY
PRESENTATION
PROBLEM SOLVING
CAPITAL
REPORT
FINANCIAL ADVISOR
WORKFLOW
MANAGING
DECREASE
MONEY SEARCH
CUSTOMIZED PORTFOLIOS
CUSTOM REPORTING SUITE
GROWTH
ORGANISATION
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
ORGANISATION
CALENDAR
QUALITY
FINANCE
SUCCESSION PLANNING
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
ADVERTISING
VISION
TAKE OVER
BUSINESSMAN
IDEA
PROJECT
CONTRACT
INSTITUTIONAL CLIENT SUPPORT
FINANCIAL PLANNING TOOLS
REVENUE
TAX
DEFENSE STRATEGY
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
ORGANISATION
GLOBAL BUSINESS
WALLET
COLLABORATION
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
INTEGRATED TRUST SERVICES
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TAKE OVER
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
28
DECISION MAKING
PLANNING
BANKRUPT
TAX-LOSS HARVESTING
UNIFIED OR SMART BILLING
REPORT ANALYSIS
INVESTMENT
ORGANISATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
ADVERTISING
TAKE OVER
REVENUE
DEFENSE STRATEGY
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation Models: Three
primary models: Conservative,
Balanced, Growth
GLOBAL BUSINESS
SELL SHARE
COMPETITION
PATENT
DECREASE
PARTNERSHIP
PROJECT
SUCCESS
EARNINGS
PRESENTATION
LAUNCH
INTEGRATION WITH
3RD-PARTY PLATFORMS
ANALYSIS
TESTING
FINANCIAL RISK
GROWTH
VISION
INVESTMENT POLICY
STATEMENTS
PLATFORM LAUNCH
UNICORN
MARKETING SUPPORT
IPHONE OR ANDROID APP
47 ED I T A B L E L I N E I C O N S S E T
BUSINESS
STRATEGY
MODEL MARKETPLACE
PRIVATE LABELING
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
RESEARCH & DUE DILIGENCE
CONTRACT
.
Shawn J.
McCabe
Director/
Partner
Patrick
Gauthier
CIO
Peter C.
Golotko
President,
CEO, Partner
Type of Program: TAMP for
CPAs
Total Assets in Program:
$2.35 billion as of 12/31/23
Year Program Began: 1975 as
CPA Firm, 1989 as an RIA
Types of Products Available:
401(k), 403(b), active managers,
advanced TLH, asset allocation
models, back-office support
for CPA RIAs, billing, cash
management, completion
strategies, custodial MFs,
customizable portfolios,
customized HNW strategies,
discretionary asset management
services, domestic, equity, ETF
models, ETFs/funds, external
account aggregation, fiduciary
solutions, financial planning,
fixed income, goals based,
individual stocks, international,
model portfolios, model-based
portfolio solutions, MFs, open
architecture, research, retirement
plans, TAMP, tax managed
Platform Tracks Client
Holdings: Yes
Program Compatible for: CPAs
looking for complete backoffice
support, discretionary
investment management
services, and financial planning
tools and resources
Optimized for Tax Trading
Efficiency: Yes
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
members
TM
New business contact:
Shawn J. McCabe
Director/Partner
Phone: (863) 688-1725
Email: smccabe@cpalliance.com
CONTACT
https://cpalliance.com https://www.cpalliance.com/contact-us https://www.linkedin.com/in/mbacfp/ https://www.linkedin.com/in/patrick-gauthier-cfp®-msapm-3357495/
Americas Best TAMPS 2024

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