Why Financial Planning Makes Sense for CPAs Reviewed by Momizat on . How Personal Financial Planning Complements CPA Practices Adding personal financial planning services can help CPA firms build stronger bonds with clients and o How Personal Financial Planning Complements CPA Practices Adding personal financial planning services can help CPA firms build stronger bonds with clients and o Rating: 0
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Why Financial Planning Makes Sense for CPAs

How Personal Financial Planning Complements CPA Practices

Adding personal financial planning services can help CPA firms build stronger bonds with clients and open up opportunities for referrals, writes Stuart Kessler, CPA, PFS.  He shares several techniques that can help your PFP practice, beginning with helping clients feel relaxed and comfortable during initial meetings.  CPAs who are interested in adding PFP services to their firm can access this roadmap developed by the AICPA Personal Financial Planning Division.

To read the full article in The CPA Journal, click: Why Financial Planning Makes Sense for CPAs.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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©2017 NACVA and the Consultants' Training Institute • (800) 677-2009 • 5217 South State Street, Suite 400 Salt Lake City, UT USA 84107

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