Accountants
Effortlessly Grow Your Practice
with Financial Planning Services
Launch financial planning services in just two hours.
We handle all the heavy lifting – from marketing and sales to client servicing – so you can effortlessly boost client value and profit.
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.
Co-Branded
Offer financial planning services through a co-branded model with expert support.
Save Time and Effort
Let us handle the heavy lifting while you focus on your core business.
the process
Launch financial planning services with just two hours of your time and no financial investment – we’ll handle all the heavy lifting.
Meet with us to discover how we can help you deliver more value to your clients and increase your firm’s profit with minimal time commitment and no financial investment.
Review and approve the proposed partnership and service structure, which includes a prebuilt marketing plan, customizable client landing page, and a client servicing model designed to guide clients naturally through each stage of their financial planning journey.
Send one launch email to your clients — that’s all it takes.
We provide a fully editable email template and free financial planning resources, including trial access to our planning platform and DIY guides. Simply gather your client email list and send the message from your firm’s email address.
Your clients will receive immediate value with tools and insights they can start using right away.
We lead with value by sharing educational content that helps clients feel informed and comfortable before engaging in financial planning.
Our approach relies primarily on email marketing, free guides, and webinars—supported by personalized introductions from our accounting partners.
This strategy builds trust and delivers immediate value, turning awareness into long-term client relationships.
Once a client signs up, we manage everything – from the initial introductory meeting and financial plan preparation to ongoing client servicing.
We continuously refine our process and services to enhance client experience and outcomes.
Services
AcctParaplan provides comprehensive financial planning services, customized to align with your process.
Cash Flow Planning
and Coaching
We help the clients understand their cash flow and create a simple system that keeps them disciplined with spending and saving—without the hassle of constant upkeep.
Retirement & Financial Freedom Planning
We help the clients understand where they stand today and whether they are on track to achieve retirement and financial freedom goals.
What-If Scenario Analysis
We help the clients make informed decisions about major life choices—like starting a business or buying a home—by showing the trade-offs and financial impact of each scenario.
Investment Planning
and Coaching
We provide investment education, behavioral coaching, and planning to optimize clients' portfolio and keep them disciplined through market ups and downs.
Debt Management
and Planning
Together, we provide holistic tax planning that combines your expertise as an accountant with our expertise as Certified Financial Planners (CFPs).
Risk and Insurance planning
We help clients prepare for life’s uncertainties through risk planning—so they have the right protection in place to safeguard their lifestyle and loved ones.
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 co-branded 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 offer a turnkey solution 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 planning 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.
There are no fees or setup costs for your firm. We cover all expenses related to launching and delivering the service – including technology, marketing, and financial planning platforms – as well as all human resource costs for hiring, training, and supporting financial planners.
Absolutely! Our co-branded approach means the service is fully integrated into your firm’s branding, pricing, and workflow.
Simple! Click “here“ to book a discovery meeting where we’ll walk you through the process and explore how AcctParaplan can help grow your business and provide more value to your clients.
enhance client loyalty
Offer Financial planning services that deepen client relationships and enhance trust.