You Are Here: Home » Posts tagged "Fortune 100"

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 addin ...

Read more

©2024 NACVA and the Consultants' Training Institute • Toll-Free (800) 677-2009 • 1218 East 7800 South, Suite 301, Sandy, UT 84094 USA

event themes - theme rewards

Scroll to top