CPA Site Solutions Partners with Succession Link, a Chalice Financial Network Company, to Deliver the Ultimate Value to Financial Professionals

July 09, 2019 (PRLEAP.COM) Business News
CPA Site Solutions (CPASS) and Succession Link, a Chalice Financial Network (CFN) company, have partnered to launch a comprehensive suite of services for accounting professionals. The solutions will be comprised of lead-generating websites and digital marketing solutions, stronger buying power for operational cost savings, and practice transition facilitation – all designed to help professional organizations improve their revenue, profitability and take their business to the next stage.

"We are excited to grow our partnership with Succession Link and Chalice Financial Network to bring accounting professionals a comprehensive digital marketing solution that helps them quickly win new business and increase their bottom line," stated Dave Rutan, CEO at CPASS. "The solutions that our companies offer are well-aligned, and we look forward to helping CPAs run a more efficient and profitable business."

CFN and Succession Link CEO, Keith Gregg also agrees, stating "the partnership with CPASS continues to add to our ever-growing verticals and solutions set that we see as an essential part to launching, running, and selling a financial firm. We are confident that the combine packages of our companies will deliver the flexible, user-friendly, tailored solutions that financial professionals want and need."

In addition to CPAs, Financial Advisors who want to learn about joining Chalice Financial Network-and receiving a free Succession Link membership-can visit its digital marketplace. Financial Advisors and CPAs can also learn more about accelerating growth through website design and digital marketing solutions tailored to their needs here.

About CPA Site Solutions, a ProSites Company
ProSites helps thousands of community-based professionals accelerate growth through innovative website design and marketing solutions. Their three lines of business focus on the financial, dental, and medical industries. Financial professionals can access website design and marketing solutions specifically tailored to their needs through ProSites' line of business, CPA Site Solutions.

In addition to website design, CPA Site Solutions offers a comprehensive suite of online marketing solutions to increase brand awareness and demand for services.
To learn more about ProSites, please visit To learn more about CPA Site Solutions, please visit

About Chalice Financial Network
Chalice Financial Network ("Chalice", "CFN") is a San Diego-based, leading provider of third-party technology, asset management, wealth management and business enterprise solutions for independent financial advisors and business owners across the country, delivered through an exclusive membership structure. Chalice is the Holy Grail for Wealth Advisors™ due to its ability to aggregate and integrate all the tools and technology, products and services a wealth advisor needs throughout the lifecycle of a successful business, by accessing Chalice Advisor Exchange™, its single sign-on digital marketplace and fintech platform. For more information, please visit

About Succession Link
Succession Link is the premier online communication and networking platform dedicated to connecting financial professionals who seek to buy, sell or merge their businesses in the U.S. or Canada. The platform enhances the ability of its members to build trusted partnerships with local professionals. The industry-leading community helps its members with cutting edge tools, expert know-how and data to expand their businesses. The peer-to-peer marketplace is backed by more than 46,000 members. For more information, please visit

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