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.

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Upcoming CPE Webinars

Aug 5
This webcast will focus on accounting and disclosure policies for various types of consolidations and business combinations.
Aug 20
In this session we'll review best practices for how to generate interest in your firm’s services.
Aug 21
Meet budgets and client expectations using project management skills geared toward the unique challenges faced by CPAs. Kristen Rampe will share how knowing the keys to structuring and executing a successful project can make the difference between success and repeated failures.
Aug 28
Excel spreadsheets are often akin to the American Wild West, where users can input anything they want into any worksheet cell. Excel's Data Validation feature allows you to restrict user inputs to selected choices, but there are many nuances to the feature that often trip users up.