top of page
Image by Gabriel Komorov
dad and scott.JPG

What We Do

We work only at the professional level and our goal is making you look even more valuable in the eyes of your most important relationships. We are NOT interested in a ‘referral relationship’.  We DO NOT take referrals from our CPA clients.  We have no desire to maintain hundreds of client relationships.  Instead, we make you, the CPA, our client.  We provide access to a leveraged network of ‘best in class’ strategists, thought leaders and solution providers across the 80,000 pages of the tax code.  Our team also assists in analyzing information, identifying inefficiencies and providing potential options for the CPA and their client to consider.

 

We specialize in helping CPAs focus on proactive and comprehensive tax, estate and business planning, allowing the CPA to deliver more value to their clients THEMSELVES.  Instead of having to research, interview, vet and manage dozens of professionals in various disciplines, FRN becomes the one call the CPA needs to make to address and solve ANY issue for their clients (saving tremendous amounts of time without having to add staff). 

 

We expand your bandwidth and brain trust.  When a client contacts you with the question such as…

 

  • “Do you know anyone who does (fill in the blank)?”  or

  • “Have you ever heard of this strategy?”  or

  • “Do you have any ideas as to what I should do about this situation?”

…you now have the confidence to answer, “Of course.  Let me have MY TEAM look at this and they will get back to us with some options to consider.”  That is a much different and better answer than, “I don’t, but let me put you in contact with someone who does.”  There is NO value in that answer.  We work very well in the ‘You don’t know what you don’t know’ area.  Access and Leverage are the keys here.  A relationship with FRN gives you both, saving you time and greatly increasing your Value. Providing you with a Unique Value Proposition.

bottom of page