PT Marketing Offers Exclusive CPA Program

By | April 1, 2008

PITTSBURGH, PA (April 1, 2008) – Responding to market demand, PT Marketing now offers a CPA Partnership Program to financial professionals. The CPA program is exclusive, with each financial services professional receiving their own target list of prospects that PT Marketing will contact.

As traditional sources of revenue, from tax and accounting practices, continue to erode most CPAs do not have the time or resources to provide the financial services that their clients are requesting. Therefore, the CPA Alliance Program matches qualified financial services professionals with CPAs.

The benefits offered by PT’s CPA program include:
–Face-to-face meetings with CPAs seeking partnerships with experienced financial services professionals.
–Qualified and verified meetings to discuss formal “alliances” and/or informal partnerships.

“It is proven that CPAs can increase their revenues by integrating financial services into their practices,” said Harvey Pollack, PT CEO. “It works through a partnering model which will not disrupt a CPA’s practice, while increasing client retention.”

For the CPA program, PT Marketing identifies sole practitioners and accounting firms with fewer than eight partners. For more information contact PT Marketing at 800-999-8995 or learn more about the program at

In addition to the CPA program, PT schedules appointments with business owners regarding business succession, executive compensation, employee benefits and property & casualty insurance coverage.

PT Marketing provides advanced prospecting solutions exclusively for the financial services and insurance industry. Since 1992, PT has served nearly 1,000 insurance/financial services clients.

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About the Author/Host

Harvey Pollack

Harvey Pollack - Co-Founder, President and CEO

Previously, Harvey was a partner for 24 years at Alpern, Rosenthal & Company, a large Pittsburgh-based CPA and consulting firm, and he was the founder and CEO of RedSiren, Inc, an early stage MSP provider of IT security management solutions. Harvey was awarded the Small Company Top Executive of the Year Award in 2012.

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