Why Do CPAs Trust Burning Tree?
Because addiction hides in the finances.
Trusted Advisors. Subtle Signs. Real Impact.
As a CPA, you’re often the first to notice when something’s off.
Financial red flags may signal:
- Substance use or addiction
- Mental health struggles
- Chronic personal or financial instability
Your Role Matters.
You’re not diagnosing, but you are in a position to see patterns others miss.
Referring clients to appropriate help can:
- Change the course of their life
- Protect their family, business, and estate
When Does Financial Behavior Raise Concerns?
You may be in a position to refer when you observe:
- Rapid or unexplained asset depletion
- Chronic tax issues or late payments
- Erratic or high-risk spending patterns
- Family members expressing concern behind the scenes
These financial patterns often reflect deeper personal struggles. When a CPA connects the dots, meaningful intervention can occur.
How Can CPAs Ethically Support Clients in Crisis?
You’re not expected to solve the problem—but you can help identify it.
- Maintain professional boundaries: You are not diagnosing. You’re pointing toward support.
- Act with discretion and integrity: Maintain confidentiality while offering resources when appropriate.
- Encourage consultation: Suggest your client speak with a healthcare or treatment professional.
“In my experience, CPAs are often the unsung heroes in the early stages of recovery. They see the patterns before anyone else does, and when they speak, clients listen.”
Brook McKenzie, LCDC
CEO, Burning Tree Programs
Why Do CPAs Refer to Burning Tree Ranch?
Since 1999, Burning Tree Ranch has been a trusted partner for professionals seeking a solution that works—especially when traditional 30-day programs have failed.
We specialize in:
- Long-term residential treatment (8–14 months)
- Dual-diagnosis expertise
- Structured aftercare and accountability
- Confidential communication with referring professionals
Use Financial Planning as Leverage for Change
You may be able to guide clients toward treatment by:
- Outlining the financial consequences of continued instability
- Connecting recovery with future financial health
- Tying treatment to protection of family assets or businesses
- Assisting with budgeting for care or post-treatment planning
- Collaborating with attorneys on trusts or estate clauses that promote treatment compliance
These aren’t clinical tools; they’re financial ones. And they work.
Let's Talk About Your Client
If you suspect a client is facing a crisis bigger than balance sheets, we’re here to help. Confidentially, ethically, and without pressure.
If you have a referral in mind, let’s talk about their situation.
Call or submit an inquiry, and feel free to request me directly.
Brook McKenzie, LCDC
CEO, Burning Tree Programs
“Burning Tree not only saved my sons life they gave him a life we could have only imagined. It was his last chance since all other programs had failed. Our lives had been a living hell. They educate the entire family and you will never find a more understanding or compassionate group of people dedicated to your loved ones recovery.”
Lisa M.
Family of Burning Tree Alumni
Have a Referral?
If you suspect a client is facing a crisis bigger than balance sheets, we’re here to help. Confidentially, ethically, and without pressure.