Help is Here in Reading Brokerage Statements

These days, CPAs also are in the financial services business, and assisting clients in brokerage is a viable service and profitable venture.

But have these professionals also taken a hard look at brokerage statements? Many are very difficult to decipher to ascertain whether a profit was made or lost.

Edward Jones is an example of one firm that has taken the bull by the horns (pardon the pun) and soon will enable customers to choose from three different types of account statements. This customer-driven support will enable Jones to take an active role in providing assistance to its customers and demonstrating enhanced value.

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Upcoming CPE Webinars

Jul 31
In this session Excel expert David Ringstrom helps beginners get up to speed in Microsoft Excel. However, even experienced Excel users will learn some new tricks, particularly when David discusses under-utilized aspects of Excel.
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.