HELPING YOU GROW
CPA Client Advantage Program
GIVE YOUR CLIENTS MORE
Comprehensive Financial Services That Simplify & Enhance Your Business Offering
As a Chartered Professional Accountant (CPA), you serve as a trusted advisor to your clients and a true partner in their success. You understand their needs, are familiar with their lifestyle and goals, and take a thorough, hands-on approach to their financial management.
ShortFinancial understands the specific needs and objectives of CPAs, and has designed a program that benefits both accountants and their clients. Our aim is to simplify and enhance the services you offer while exceeding client expectations and minimizing your workload.
A partnership that delivers
High Value Services That Strengthen Your Client Relationships
ShortFinancial delivers exceptional financial services including investment management, estate planning and tax reduction strategies. Larry Short (CFP®, CIM®, FCSI®) is a CPA with an extensive background in high net worth wealth management. Our team knows what these clients need and how to make it happen—and by working directly with their accountants, we’re able to provide a seamless, high impact offering.
ShortFinancial will provide a comprehensive, highly personalized financial plan that’s developed in collaboration with someone the client already knows and trusts: their accountant. The result is a stronger financial picture for the client, time freed up for the accountant, and no risk of interference from sales-oriented third parties. Your clients’ success remains top priority, and you’ll offer exceptional, concierge-style service that’s backed by our team of experts.
What We Deliver
The CPA Client Advantage Program by ShortFinancial empowers accountants to provide enhanced financial services and measurable results that help attract and retain high value clients.
Give Your Clients More
Tailored wealth management solutions that enhance your offering without sales-oriented third parties.
Build Stronger Relationships
By delivering strong, thorough, proactive financial advice that addresses all stages of life, you’re laying the foundation for a long-term partnership.
Grow Your Business
Collaborating with ShortFinancial creates time-saving operational efficiencies for accountants, enabling you to take on more and grow your business.
Larry Short
B. Comm., CPA, CIM, CFP®, FCSI®
Senior Portfolio Manager, Senior Wealth Advisor
Insurance Advisor, iA Private Wealth Insurance*
Kimberley Short
CIM®, CFP®, FCSI®, MFA-P™, TEP
Senior Portfolio Manager, Senior Wealth Advisor
Insurance Advisor, iA Private Wealth Insurance*
