Accountants & CPAs – new – Back Office Advisory Desk

Contract Now

Accountants & CPAs – new

Home
Accountants & CPAs – new

Maximize your opportunities from products that you refer out to other professionals, such as 401k rollovers, SEP IRA contributions, IRA contributions, and other insurances. We help accountants and CPAs seamlessly build a Life, Health, and Retirement division with no added expense or training required.

By plugging into the BOAD platform and white-labeling our process as your own, you can instantly help your existing and future clients with all of their insurance needs.

Our team works closely with you to identify the product lines that best fit your practice and implement marketing strategies to ensure your firm sees an increase in its bottom line. With the right product offerings for your clients, you can guarantee they will receive the best non-biased opinion to help them achieve their future goals.

How We Help Accountants & CPAs

Marketing

Gain a competitive edge with our marketing services in order to boost your business processes and productivity while maximizing opportunities with your loyal client base.

Branding
Vast Marketing Collateral
Recruiting Marketing Material

Training

We provide you with insightful tips and tools to enhance your sales strategies, presentations, and product knowledge.

In-person Training Programs
Onsite Office Presentations
Recorded Training Sessions

Technology

Optimize your systems and processes with our technology services so you can identify opportunities for improvement and growth.

Health and Retirement Planning
Financial Expense Planning
Empowered Annuity Purchases

Back Office

To ensure you’re always on top of your new business opportunities, we take the laborious and cumbersome responsibilities off of your plate by offering:

Defined Benefits Plans
Premium Finance Strategies
Business Processing and Tracking

What Accountants & CPAs Are Saying About BOAD

Brad

Texas

“I’ve been a P&C Broker 20 years. Before meeting the Back Office Advisory Desk team I was always worried about recommending the wrong product or solution to my client on the Life, Health and Retirement product lines. The Back Office ...

Alex

Santa Barbara, Ca

“As I was building my agency, I realized that the best way to secure a client never leaves me is to help with them with all aspects of insurance. At the time I could not afford to build my own ...

Alan V.

Indianapolis, Indiana

“After building my CPA business, I started noticing that my clients were getting different recommendations from many different advisors. Some of the advisors represented only a couple companies and were not doing what was in the best interest of my ...