Health Insurance Solutions
Marketing Solutions
Client Management Software Solutions
Operating Expense Solutions
Benefits
and Perks just
for Advisors
Improve your business with exclusive benefit and discount programs to support your small to mid-size firm. CPA Site Solutions is excited to help you compete with the large companies to run, grow, protect, and sell your business.
It's All About the Perks
Advisor Perks is a member platform empowering all kinds of advisors and allied professionals to grow and save. We provide a comprehensive digital marketplace of high-quality, trusted solutions and products at highly discounted rates that help members run their business more efficiently.
Just take a look. If you are not impressed - you must like overpaying
Benefits, Discounts & Savings: Gain access to exclusive discounts and savings on a wide range of products and services – from big expenditures to everyday purchases.
Fortune 500 Group Health Insurance: Access health insurance plans for individuals and families at incredibly low rates that are not available in the open marketplace.
One-Stop Shop: Find all the products and services you need to run your business efficiently in one place – saving you time and money.
Trusted Solutions: Our offerings are pre-vetted and compliant, ensuring you receive reliable and effective solutions.
Average Savings: Save an average of 25-30% on essential business expenses.
Lower Operating Expenses: Reduce your overall business costs with our corporate purchasing power.
Community Access: Join business owner forums and communities to share insights and experiences.
Direct Vendor Access: Get instant support, pricing, demos, and more directly from vendors.
Membership Dues Pay for Themselves: We guarantee that your annual savings will more than cover your monthly dues – On average, our members save up to $24,000 annually.
And, So Much More!