Pro-Partner Alliances

Alliances are only as strong as the people who make them.

The PT Services Group’s CPA Alliances Program is ideal for insurance or financial services representatives who have an established process for developing partnerships with CPAs or who have a formal “alliance program” for licensing and supporting CPAs.

We position our clients as owners or representatives of financial services firms who can help CPAs to better service their clients by providing additional expertise and resources in the areas of executive benefits, estate planning, and succession planning for business owners and high-net-worth individuals. This approach combined with our proven appointment setting methodology—that has our clients rating 85 percent of appointments as qualified or highly qualified—benefits your business by providing you with:

  • Qualified and verified face-to-face meetings with CPAs who are seeking partnerships with experienced financial services professionals
  • Meetings with CPAs wanting to better serve their clients while also increasing their revenues by providing insurance/financial services to their clients
  • Partnerships/alliances with CPAs to provide a pipeline of highly qualified referrals and the opportunity for high-growth revenue streams


To prepare you to succeed in this meeting, The PT Services Group provides a business intelligence report so that you can enter an appointment prepared and informed. Click the image to see the scope of information that we provide on these reports.

Connect with us or contact John Pojeta (412-291-6685), our VP of Business Development, to discuss how our CPA Alliances Program can benefit your business.