Why Leading CPAs Are Aligning with Paradigm
You’ve spent years building trust. Paradigm helps you extend that trust into areas your clients already need—without compromising your independence or professional standards.
This Is Not:
❌ A sales role
❌ A product pitch
❌ A replacement for your practice
This Is:
✔ A strategic client-alignment opportunity
✔ A way to capture value already leaving your firm
✔ A professional extension—not a pivot
What This Alignment Delivers:
💼 Expanded revenue streams beyond hourly or seasonal billing
🔁 Higher client retention through holistic financial guidance
🤝 White-glove support for complex planning conversations
🛡️ Clear role separation—you stay the CPA, we handle planning and execution
This is not a referral-for-random-products model.
It’s a strategic professional alignment built for CPAs who value credibility.
Designed for the Modern CPA Firm
Paradigm Capital Group works alongside experienced professionals who value structure, discretion, and long-term client outcomes. Our process is designed to respect professional boundaries while enhancing overall client strategy.
Paradigm works best with CPAs, Enrolled Agents, and financial professionals who:
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Serve high-income or high-net-worth clients
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Want to add value without adding staff
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Prefer collaboration over competition
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Care deeply about long-term client outcomes
Whether you’re solo, boutique, or scaling, this alignment fits cleanly into your existing practice.
How the CPA Client Strategy Program Works
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Identify Natural Client Conversations
Retirement, risk, succession, income timing, tax efficiency. -
Strategic Alignment with Paradigm
Paradigm supports the planning framework—no pressure on you. -
Participate in the Value Created
Without additional billing, staffing, or operational burden.
You gain new revenue, deeper loyalty, and stronger positioning as their trusted advisor.
No pressure. No product pushing. No role confusion.
Let's Explore if This a Fit
This alignment isn’t for everyone—and that’s intentional.
If you’re open to exploring how this could complement your practice, we invite you to schedule a brief, confidential conversation — no obligation and no pitch.
👉 Schedule a Confidential Discovery Call
Discover how this alignment can work for your firm—and your clients.
This opportunity is a professional alignment, not employment or legal partnership.
All parties retain full independence and defined roles.