Cross

Solutions

We help financial advisory firms create
CPA solutions that are integrated, scalable,
and ROI-driven

Our service model and proven process are designed to reduce complexity, improve operational efficiency, and enhance client satisfaction.
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Our Service Model
Seeding CPA Firms into Your Organization
We source and embed the right CPA partner tailored to your client base and service needs.
Strategic Integration & Cross-Selling
From cross-functional coordination to revenue-generation strategies, we ensure CPA services become a core part of your offering.
Fractional Leadership & Operational Oversight
Acting as a fractional CEO, we manage ongoing leadership functions, including execution, recruitment, and performance optimization.
Phased Growth & ROI Optimization
Growth isn’t about speed—it’s about sustainability. We guide phased expansion to maximize returns and ensure long-term success.
Recruitment Support
Finding the right leadership is critical to the success of any CPA integration. We leverage our expertise in executive recruitment to help you identify and place leaders who can manage and grow your CPA capabilities effectively.
Our Proven Process
Discovery, Scoping
Time | 2 - 10 weeks
Engagement Cost | Typically ranges based on scope and complexity
Sourcing & Liaising
Time | 3 - 9 months
Seeding a Transactional Outcome
Cost | Structured as a flat fee or retainer, tailored to the scale and complexity of the engagement
Program Management & On-Going Optimization
Time | Ongoing until liquidity event
Cost | A flexible model tied to the equity position or operational outcomes of the CPA function.
For Law Firms
The future of financial services is all about integration—that’s our guiding principle at Reality Advisory. For high-net-worth individuals and their family offices, seamless coordination between wealth management, tax planning, and estate planning is essential.

If your law firm provides estate planning and you’re considering adding tax advisory and compliance as a natural extension of your legal services, we offer a structure designed to help you do just that—delivering a comprehensive, high-touch solution for your clients.
Tailored Engagement & Pricing
We offer flexible pricing based on engagement phases. From upfront strategy design to ongoing fractional leadership and recruitment, we ensure cost aligns with your firm’s size, service complexity, and growth ambitions.

Ready to build a CPA solution that drives measurable ROI? Contact us today for a custom solution designed to fit your needs.
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