Method Holdings LLC

Financial ServicesGeorgia, United States11-50 Employees

Method is a process-based holding company with a documented history of building new revenue streams for accounting firms that have existing wealth management divisions. Our focused partnerships, combined with our “buy and build” strategy, form the crux of our cutting-edge, extensively- tested system for infusing capital into accounting firms.

Simply put, Method’s approach has proven to yield higher revenue and income for established CPA firms – and better results for your clients. In the process, it supports and enhances the role of the CPA, thus creating a bridge to increase the enterprise value of your accounting firm.
As a CPA, you’re not only the trusted advisor to your clients but also a partner with them.  At Method, we pride ourselves on being the trusted advisor to you, the CPA.  How does it work? First, we look to acquire ownership stakes in Wealth Management divisions of select CPA firms, like yours, to establish our partnership.  Then, we invigorate your firm’s Wealth Management strategies and service offerings, in turn increasing efficiency and profitability.  DRAMATICALLY. 


To learn more, visit Method at www.methodcpa.com.

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