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Steps to Partnering with HKFS
If you would like to refer a CPA to HKFS, please click here to fill out our online form.
 
Getting Started with HKFS
 
Step 1
On-Site dialogue session lead by HKFS with the CPA Partner Group. 
Session Topic:  Is a Financial Services Practice Right for Your Firm or: your own agenda.
Step 2
Practice Development Audit
CPA Firm completes and submits the HKFS Financial Services Practice Development Audit Questionnaire.  Results are reported back to the CPA Partner Group.  Complete with commentary on operating assumptions, a five-year revenue projection statement, a financial services business valuation estimate and a sample business plan.
Step 3
Introduction of HKFS Field Financial Advisor 
Step 4
Engagement
Step 5
Trusted Advisor Training Program Phase I
Practice Management Module
Step 6                   
Trusted Advisor Training Program Phase II
Business Development Module
Step 7
Trusted Advisor Training Program Phase III
Professional Education and Training Module
Step 8
Progress Reporting System

Please call Jim Herrig or Bob Anderson at 800.791.8994 or 563.582.2855 for more information
CPA Testimonial
 
"I was a staunch traditionalist.. .committed to staying a locally owned independent CPA firm.  I found that survival as an independent CPA firm has grown incredibly more difficult with the emergence of diverse competition.  I decided to act.  It is our connection with your company, the breadth of services you provide, and the level of integrity you have shown that allows these client relationships to continue to flourish."
 
Casey Peterson, President
Casey Peterson & Assoc.
Rapid City, SD
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*DISCLOSURE: Advisory services provided through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Registered securities are offered through registered representatives of ProEquities, Inc., a registered broker/dealer, member FINRA and SIPC. Honkamp Krueger Financial Services, Inc. and ProEquities, Inc are independent.

Please be advised that Registered Representatives affiliated with Honkamp Krueger Financial Services, Inc. hold various licenses in various states. For residents of states in which registration is not held, proper licenses and registrations must be obtained by the Registered Representative before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.