Method Holdings

Financial Services · 11 Employees
Phone Number: 5406357729
Email Address: info@methodcpa.com
About
Method is a process-based holding company with a documented history of building new revenue streams for accounting firms that have existing wealth management divisions. Our focused partnerships, combined with our “buy and build” strategy, form the crux of our cutting-edge, extensively- tested system for infusing capital into accounting firms. Simply put, Method’s approach has proven to yield higher revenue and income for established CPA firms – and better results for your clients. In the process, it supports and enhances the role of the CPA, thus creating a bridge to increase the enterprise value of your accounting firm. As a CPA, you’re not only the trusted advisor to your clients but also a partner with them. At Method, we pride ourselves on being the trusted advisor to you, the CPA. How does it work? First, we look to acquire ownership stakes in Wealth Management divisions of select CPA firms, like yours, to establish our partnership. Then, we invigorate your firm’s Wealth Management strategies and service offerings, in turn increasing efficiency and profitability. DRAMATICALLY. To learn more, visit Method at www.methodcpa.com.
Year Founded
2010
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Industry
Financial Services
HQ Location
11680 Great Oaks Way Suite 160 Alpharetta, Georgia 30022, US
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Location
  • 11680 Great Oaks Way Suite 160 Alpharetta, Georgia 30022, US

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