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ESTIMATE
YOUR ANNUAL REVENUE
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How
many tax returns do you do? |
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Estimated
Annual Revenue* |
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This estimate is based upon the following:
50% of clients become financial service clients
over a four year period. The
CPAs' client's net
worth is distributed a follows: High Net Worth
20% with assets
over $2 million, Moderate Net
Worth 60% with assets from $500,000 to $2
million,
and Low Net Worth 20% with assets
under $500,000.
*This is for illustration purposes only. Actual
revenue may vary. |