PATTON ARCHER
ABOUT
Synergy Beyond Simple Figures
Empowering Firms, Enriching Futures
Too often, CPA firms witness a gap between their clients’ tax planning and investment strategy. The bridge?
Knowing how to create a succinct plan for your clients from the companies of Patton Archer Corporation. By merging expertise, clients get more than financial advice. They get a roadmap to a more secure future. And you substantially grow your business.
Our Core Values
Client-Focused
Our client-focused approach means we listen, understand, and deliver with care, ensuring every solution is tailored to your needs.
Our Mission
To serve the Accounting Community Practitioner with respect and integrity while helping them put their client’s first.
Plans of Action
We worked with a CPA to help him get the Series 65 exam and then put into place a repeatable action plan to add investment management clients that required very little time on his part, bringing $30 million in assets to his firm over the next 10 years.
Setting You Up for Success
Partners, Not Competitors
We value the relationship CPAs have with clients and strive to strengthen it.
Alignment Over Isolation
Integrate tax planning with investment strategy for a clear, holistic client approach.
Enhanced Capabilities
We equip your firm with resources that expand your service range without the overhead.
CASE STUDY
How We Helped One CPA add One-Million in Revenues
Revolutionizing the CPA Industry and Your Practice to Optimize Profits and Revenues
The Patton Archer Corporation empowers CPA firms with outsourced investment management and valuation services.
Through our comprehensive back office support, we enable community practitioners to elevate their services and substantially grow their business.
1. Stagnant Growth and Missed Opportunities
A CPA practitioner who previously held licenses with one of our competitors allowed them to lapse due to a lack of effective marketing. Despite passing the Series 65 exam, he found himself unable to attract new clients in the investment advisory sector, and his CPA firm was not growing at the desired rate.
2. Comprehensive Back Office Support and Marketing
Our unique value proposition made all the difference. The Patton Archer Corporation served as the complete back office for our client. We handled paperwork, account transfers, and even put together an easy-to-follow marketing plan, free of any monthly or annual fees. Our approach enabled the practitioner to focus on what they do best—serving their customers.
3. Doubling the Accounting Practice and Ongoing Success
Our partnership led to transformative results. The CPA firm not only doubled in size, but the practitioner now enjoys a residual income of nearly $200,000 per year. They continue to be a satisfied client, utilizing our Investment Management and Valuation Services to further benefit their own clients.
