Consider the Potential

An independent CPA or Property & Casualty professional has an incredible opportunity to offer comprehensive financial services like those that their large competitors provide, and without sacrificing client relationships. Learn how expansion into financial services can help strengthen not only your business, but your clients� financial well-being as well.


Experience the PAA Difference

The PAA difference is that we believe YOU should stay in control of your client relationships. Our flexible process enables you to collaborate as needed while remaining your clients� trusted adviser.


Understand Your Options

The PAA's process gives you choices that allow you to expand as you see fit into financial services while preserving the key values that have made you successful.

Great things can happen when you collaborate.