Financial Services Help Available From Trusted Source

Public accounting firms looking for insider tips and advice for expanding their financial services offerings need look no further. Trusted accounting publisher, Strafford Publications has launched a new publication that will help CPAs diversifying into new financial services areas.

The authoritative, monthly intelligence briefing offers proven, profitable strategies for its readers. The "CPA Financial Services Advisor" is devoted exclusively to helping CPAs take advantage of emerging opportunities ranging from personal financial planning and investment management, securities and insurance brokerage, trust and estate planning, and other non-traditional services.

Because financial services present a different set of challenges than traditional tax and audit practices, CPAs sometimes are at a loss. The new publication offers tips on how to manage client relations, operating procedures as well as advice on regulations and training requirements. Perhaps the strength of the CPA Financial Services Advisor is the focus on firms who “have done it” – each issue contains a case study of a firm that successfully expanded into new financial services.

The "CPA Financial Services Advisor" is available for a limited time at the charter discount rate of $247 - a $50 savings off the regular price of $297. For a subscription, call 800-926-7926.

You may like these other stories...

A new report from global consulting and outsourcing company Accenture PLC found that internal complexity is the most significant challenge CFOs of large companies are currently encountering.The top four issues pertaining to...
Read more from Allan Boress here and in the Truth Be Told About Business Development archive. I've always been enamored with the concept of what it took to motivate employees and owners, all the way back to my...
A new report from financial services consulting firm Mercer LLC found that the median total direct compensation for CFOs at S&P 500 companies increased by 7 percent last year to $3.13 million.Mercer defined total direct...

Already a member? log in here.

Upcoming CPE Webinars

Sep 30This webcast will include discussions of important issues in SSARS No. 19 and the current status of proposed changes by the Accounting and Review Services Committee in these statements.
Oct 9In this jam-packed presentation Excel expert David Ringstrom, CPA will give you a crash-course in creating spreadsheet-based dashboards.
Oct 15This webinar presents the requirements of AU-C 600, Audits of Group Financial Statements (Including the Work of Component Auditors).
Oct 21Kristen Rampe will share how to speak and write more effectively by understanding your own and your audience’s communication style.