Residual Income reveals hidden potential.
Golden Summit, a growing CPA firm, struggled to quantify the value of its proposed advisory services, particularly for clients with complex investment portfolios like the Fosters. Partners were hesitant to invest significant time in pitching these services without a clear demonstration of potential ROI, leading to missed opportunities for revenue growth and deeper client relationships.
By inputting Golden Summit's estimated advisory service fees ($10,000 annually), the projected increase in the Foster's alternative investment portfolio returns (3% annually, based on market analysis and tax optimization strategies), and the Fosters' cost of capital (estimated at 8% based on their risk tolerance and investment profile), the Residual Income Calculator revealed a significant positive residual income of over $65,000 over five years. This quantifiable benefit persuaded the Fosters to engage with Golden Summit's advisory services and justified the firm's investment in developing and promoting these offerings.
The Residual Income Calculator allowed Golden Summit to present a clear, data-driven argument for their advisory services. Inputs included projected return increases, service fees, and the client's cost of capital to calculate the value.
$65,000 in increased investment value for the Fosters over five years.
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