Accounting Firms

A path to increased client satisfaction, increased annual recurring income, and a reduced workload.

Your clients trust you, and you have earned that trust. Build on that foundation and improve their path to financial freedom by delivering comprehensive, integrated wealth management services on both sides of the balance sheet.

We deliver a comprehensive platform: education, tools and solutions that empower you to deliver holistic wealth management services to your clients and prospects.

Our education, tools and solutions are used by many of the largest financial services in the world.

A Typical CPA Firm

O

Many clients

O

Low revenue per client

O

Reactive process

O

Advice is low

O

Little revenue from wealth management and lending

A Supernova Firm

P

Few clients

P

High revenue per client

P

Proactive process

P

Advice is high

P

Revenue from tax, asset and liability solutions

Our modular approach lets you pick the pieces that you need most.

Tax return = process facts.

Tax advice requires a comprehensive approach to their complete financial picture. What steps are your taking today to be prepared for the future fiduciary standard?

213 W Institute Pl., Suite 408
Chicago, IL 60610
(312) 470-6280

Supernova Lending, LLC is a subsidiary of Supernova Companies, LLC. Nationwide Multistate Licensing System (NMLS): 1543400. NMLS Consumer Access

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