How Do Advisors Actually Add Value?
As a CPA, you’re highly attuned to the value you add to your clients, and often, you can point to a figure and say, ‘This is how much I’ve saved you this year in taxes.’ A financial advisor’s value add can seem quite nebulous in comparison, as there isn’t usually a direct way to compare […]
Why Should CPAs Hire a Financial Advisor?
CPAs are no strangers to the complexities of taxes, accounting, and compliance. You may even thrive in spreadsheets, easily tackle tax codes, and be the go-to numbers expert in any room. But when it comes to broad-based financial planning—think retirement, estate planning, and investment strategies—do you find the waters a bit murkier? Why CPAs Need […]
