Accountants
Grow Your Practice with Financial Planning Services
Effortlessly boost your practice’s revenue and client loyalty by providing financial planning services.
We handle most of the work, so you can offer financial planning services with minimal time and effort.
Why Partner with us?
We help accountants reach their full potential through financial planning services.
Expand Services
Add a high-value financial planning offering with minimal effort.
Enhance Client Loyalty
Offer financial planning services that deepen client relationships and enhance trust.
White-Label
Deliver financial planning services under your brand with fully white-labeled services.
Save Time and Effort
Let us handle the heavy lifting while you focus on your core business.
the process
AcctParaplan offers consulting, marketing, and paraplanning services to help accountants deliver financial planning services to their clients—without the need for in-house expertise.
Meet with AcctParaplan to explore how our partnership can help you add financial planning services to your practice with minimal cost and effort.
Learn about the consulting, marketing, and paraplanning solutions we provide to help you generate new revenue.
Sign an agreement to move forward with the partnership. AcctParaplan offers services in three capacities.
Business Set Up: We help you set up your financial planning division
Marketing Support: We provide marketing support to attract clients.
White-Labeled Paraplanning: We handle financial planning under your brand, delivering client-ready plans and presenting the plans while you stay focused on your core businesses.
We help design a streamlined, white-labeled process tailored to your firm’s workflow, including service offerings and financial planning fee structures.
We currently do not charge any initial setup fee or retainer as part of our launch promotion. However, once the promotion ends, a monthly retainer will apply, with 50% credited toward paraplanning services, covering setup, software, marketing support, and process optimization.
Retainer Pricing tiers
- Solo practice: starting at $500/month
- Small team (2–4 CPAs): starting at $1,000/month
- Mid-sized team (5–9 CPAs): starting at $2,000/month
- The retainer is determined based on the use of our paraplanning services, and the level of marketing support required.
We offer our services in two capacities:
- Financial Planning Business Set Up & Marketing Support: We help set up your financial planning division and provide marketing support to attract clients.
- White-Labeled Paraplanning: We handle financial planning under your brand, delivering client-ready plans and presenting the plans while you stay focused on your core business.
Clients expressing interest can book a “Is It Worth It?” meeting to determine the potential financial and non-financial benefits of wealth planning services.
AcctParaplan collects and analyzes client data through an onboarding platform.
A relationship manager from your firm can join the meeting to introduce our Certified Financial Planner (CFP®) and help us build the client trust.
Clients sign an agreement to proceed and authorize data sharing. Your firm invoices clients for the financial planning fees.
AcctParaplan invoices your firm for 50% upon starting work on the client’s plan. Pricing varies based on the scope of services and the complexity of the client’s situation.
AcctParaplan uses our financial planning software to collect and refine client data. Clients complete a “Get to Know You” questionnaire to share their goals and personal details.
AcctParaplan prepares the financial plan and presents it to the client. The invoice for the remaining 50% is then sent to your firm.
(Optional) We recommend you or your staff attend initial meetings to familiarize yourself with the process and gain confidence in our service quality.
AcctParaplan guides clients in implementing plan recommendations, such as setting up cash flow systems and automated savings.
We do not offer investment management. We instead focus on investment education and behavioral coaching, helping clients make informed decisions while minimizing investment fees.
Depending on the client’s situation, we may refer clients to other investment advisors. We also collaborate with leading providers in Canada for Independent Pension Plan (IPP) and RCA solutions.
AcctParaplan provides ongoing support, including investment and cash flow coaching, retirement plan updates, scenario planning, tax-planning strategies, and risk management reviews.
Regular reviews offer a valuable opportunity to generate recurring revenue while enhancing client relationships.
Services
AcctParaplan provides comprehensive financial planning services, customized to align with your process.
Cash System Planning
and Coaching
We design a behaviour-based cash flow system that builds sustainable financial habits, and frees up cash flows.
Retirement & Financial Freedom Planning
We create a tailored financial roadmap to help clients efficiently achieve financial freedom.
Integrated Tax
And Estate Planning
Together with your firm, we create comprehensive tax and estate plan that integrates your expertise and our scenario-testing capabilities.
Investment Planning
and Coaching
We provide investment planning, education, and behavioral coaching to help clients minimize mistakes and maximize returns.
Debt Management
and Planning
We offer debt management and planning that optimize client's debt structure and help free up cash flow.
Risk and Insurance planning
We help clients prepare for emergencies and worst-case while ensuring they are adequately insured.
our Story
At AcctParaplan, we understand that accountants want to offer more value to their clients without adding extra workload or complexity. That’s why we provide white-labelled financial planning solutions, helping accounting firms seamlessly integrate fee-only and advice-only financial planning into their practice.
Our Difference
We take pride in taking unique financial planning approaches that make a meaningful impact on our clients’ lives.
According to TD Bank’s 2025 survey, Canadians’ top financial priorities are managing day-to-day expenses (56%) and paying down debt (30%). However, many financial planners lack specialized training in cash flow planning.
As a Certified Cash Flow Specialist, AcctParaplan provides the cash flow planning Canadians need.
We adopt financial planning strategies that align with our natural behaviours such as:
- Investment behavioural coaching
- Behaviour-based cash flow system
- Save More Tomorrow program
We empower our clients with the knowledge needed for true financial freedom.
Through written and video content, as well as webinars, we educate clients on key topics such as investment, taxes, retirement, and profit.
We do not sell financial products or earn commissions, ensuring that our advice remains truly objective.
Instead, we empower clients with unbiased financial guidance, education, and ongoing coaching, helping them make informed decisions that optimize their wealth journey.
Our approach goes beyond numbers—we build financial plans around clients’ lives, values, and goals.
We take the time to understand our clients, their families, businesses, and aspirations to create a truly personalized financial roadmap.
Meet Ben - CFP and Certified Cash Flow Specialist
With over a decade of experience in the financial industry, Ben has worked across both corporate and personal finance roles. As a Certified Financial Planner (CFP) and Certified Cash Flow Specialist (CCS), he has helped hundreds of Canadians navigate their financial futures.
Ben specializes in working with executives, retirees, real estate investors, and business owners, leveraging his expertise in scenario planning to transform client stories into actionable financial strategies. Based in Calgary, he serves clients across Canada, providing personalized, strategic financial guidance from coast to coast.
Frequently asked questions
We act as your consultant, marketing support, and paraplanning partner, helping you seamlessly build, launch, and grow your financial planning services. From attracting clients to delivering comprehensive financial planning, we provide the expertise and infrastructure needed to integrate financial management into your practice effortlessly.
No! Our team takes care of everything, from cash flow planning and tax optimization to investment education and retirement strategy. You simply introduce the service to clients—we handle the rest.
Unlike traditional advisors, we don’t financial products, earn commissions, or take AUM fees. Our focus is on objective, advice-only planning that complements your accounting practice.
Learn more about our difference here.
We currently do not charge any initial set up fee or retainer as a part of our launch promotion.
However, once the promotion ends, we will offer a tiered monthly retainer based on your firm’s size and level of service required. 50% of your retainer is credited toward paraplanning services, making it a cost-effective solution.
Our paraplanning pricing will depend on the nature of the services provided and how you decide to structure the products to your clients.
Absolutely! Our white-labeled approach means the service is fully integrated into your firm’s branding, pricing, and workflow.
Simple! Click “here“ to book a quick strategy session where we’ll walk you through the process and explore how AcctParaplan can help grow your business.
enhance client loyalty
Offer Financial planning services that deepen client relationships and enhance trust.