One reason that so many financial services companies fail in working with CPA firms is the disconnect in culture and values between the accounting professions and the financial services industry. Often, financial services companies value the sale above the client.
Many major financial companies now have programs for CPA firms because they see a resource for client referrals. They do not have a grasp on the power that CPAs have to make something better out of the financial services industry.
1st Global is rare in being part of both professions. As a part of the accounting community, 1st Global shares your values and understands your culture. We have built those values into our business.
Tax and accounting professionals have the power to make something more out of the financial services industry. Integrity, objectivity, solid relationships; these are the values that CPAs bring to financial services. These are the values that have the power to change an industry.
