Are you tired of grueling tax seasons, tracking billable hours and giving away free advice?

There is a better way to do business.

As a fee-only financial planner you can:

• Use your knowledge of income taxes to increase your firm’s revenue
• Enjoy a more balanced workload and steady revenue stream
• Use your existing client relationships to grow your business
• Get paid for the value you create not the volume of clients you serve

ACA can help by providing:

• A way to leverage your tax knowledge and apply it to your clients’ overall situation
• A fee strategy that helps charge clients appropriately and demonstrate the value of your services
• A proven system to help you transition to a financial planning practice quickly and efficiently
• Ongoing support from an active community of like-minded advisors
• A flexible business model that can be customized to your unique practice
• Access to a program that helps you build, protect and monetize the value of your business

No product sales · No commissions · No conflicts of interest 

Want to learn more?

Read about one ACA member's experience making the transition from an accounting practice to a fee-only financial planning practice in "Why ACA (from a CPA's perspective)."

Visit the Benefits page to learn how ACA can help your practice succeed.

Complete the Membership Inquiry Form. You will receive a free DVD called "Why Smart People Do Stupid Things with Money" and a personal consultation with ACA's membership inquiry coordinator.