Stop Sending Your Clients Away for Business Formation Services
When your hard won client asks your firm about setting up a new business entity, you shouldn’t have to send them to an attorney or even worse the internet.This is an opportunity to deepen the relationship with this client, and increase the lifetime value of the relationship by providing this critical service.
Most successful accounting firms and CPA practices are already overwhelmed with work, and the thought of adding one more thing to do or worry about can be concerning. Do you want to risk losing the client because the attorney your referred recommend another firm? Do you want to take the change that you’ll end up with a mess to cleanup if they try to do it themselves with one of the big online incorporators?
When you partner with United Agent Services, we handle all of the paperwork and filings with the state on your client’s behalf. All of the communications with the client and documents will look as if they were prepared by your office. Ultimately, you know that it will done correctly, or we will do it over. Guaranteed.
As your service provider, we will setup and incorporate any custom language or documents that you prefer and can create a custom corporate kit to send to your clients that includes your company information displayed so they remember exactly who helped them get their new dream business of the ground.
Once the business is setup, we can support your firm and clients with our national registered agent network. If you prefer to be the agent in your home state, no problem, we will name your office on the formation. Have a client with operations in multiple states? We can handle the foreign qualifications in each state and act as the registered agent for your clients.
United Agent Services is different. We don’t compete for your clients.
Our service is only available to qualified partners that need a business formation and national registered agent solution. We do not offer our services to the general public at any price.
We have been providing national registered agent services since 2004. We were built from the ground up to handle high volume, fully compliant, agent services for firms just like yours.
Each year we receive, scan, track and deliver 1000s of Service of Process for our partners’ clients. We understand that timely delivery of these critical documents can mean the difference between a successful outcome versus a default judgement.
Our AgentAdmin system makes it easy for you to find documents, update contacts and be in the loop on matters impacting your client. We make it extremely easy for your team to send us notifications of new clients, cancelled clients and account changes via our online portal. Alternatively, we may be able to directly integrate with your firm’s client management system.
Benefits of partnering with United Agent Services
- Maintain a closer client relationship
- Offer a one-stop solution for national, regional and multi-state clients
- Retain the incremental revenue from business formation services and the recurring registered agent services.
So stop sending your clients to the nationally advertised, online websites or a law firm. Reach out today, and let our team design a program for your firm to benefit your clients.