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.

Voice of the Editor

What would you do if one of your clients won the lottery? We asked several accountants to weigh in with their advice for the lucky Powerball winner, and the tips we received are useful for anyone who receives a windfall, whether it's a lottery win, an inheritance, a big bonus on the job, or a killing in the stock market.
ADVERTISEMENT

This Week on AccountingWEB

CPAs Mira Finé, Scott Hitchcock, Rob Keasal, Kathy Scorcio, and Ken Travis offer ten pieces of financial advice for the newest Powerball winner.
Hang Bower of BDO USA and Dan Black of Ernst & Young share their perspectives on why their firms made the Best Places to Work for Recent Grads 2013 list.
Herbein + Company, Inc. firm members talked with AccountingWEB about their year-round employee wellness program.
Bill Walter of Gross, Mendelsohn & Associates and Harold Gaar of TravisWolff LLP weigh in on mobile technology use while employees are at work.
ADVERTISEMENT
ADVERTISEMENT
ADVERTISEMENT