In our last blog, we explored the most common types of business models available to CPAs. In our blog below, we outline the licensing and registration that is required for the three business models.
In our last blog, we explored the value of offering Financial Services and what should be considered in evaluating the opportunity. Your goal should be to broaden the menu of services available to your clients while increasing your value as their trusted advisor.
For the last two decades, CPAs and accounting firms across the country have expanded their menu of services to include financial products and services, financial planning, and in recent years, wealth management.
Choosing a financial advisor to work with your clients is like selecting a business partner: This person will be working with your clients and helping to shape their financial lives. It is important that you select one or more firms that can meet the needs of your clients and deliver their services effectively.