CPAs Building Financial Services Practices

摘要

As record numbers of Americans approach retirement age amid uncertainty about their social security and pension benefits, CPAs increasingly are offering financial planning services to their clients to cement relationships and uncover new revenue streams. While some in the profession fear being labeled "product pushers" or "salesmen," more CPAs than ever are leveraging their "trusted-adviser" reputation to help clients manage their wealth options more intelligently in today's challenging financial climate. "Personal finance is one of the highest interest topics covered at company sponsored workshops," says a mid-level finance exec at Cincinnati-based Procter & Gamble Company. "Our employees cannot find enough information in this area."