The Trusted Advisor: Recent Articles
When Should CPAs Partner with a Financial Planner?
As a CPA, you are your clients’ most trusted advisor. They trust your expertise and ask for your input on complicated tax decisions, retirement plan contributions, real estate, and all other important financial matters. Your clients regularly put their financial lives in…
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Going Beyond Tax Preparation: The Forward Thinking CPA
As a CPA, it may be easy to sometimes lose yourself in balance sheets and tax returns. But at the end of the day, what you’re really doing is providing a service that helps people. And the best way to stay in…
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Do You Know Your Clients’ Biggest Fear?
As a CPA, you are intimately familiar with your clients’ financial situations. You’re also familiar with their fears about money. And if you’re like 57 percent of CPAs polled in a recent AICPA survey, your clients’ biggest fear is running out of…
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