How CPAs Can Take Up Personalized
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structure comprising Personal Finance Planning Services.
Talking about finance management but failing to mention ‘Personal Finance Planning Services’ can cut down the chances of greater success in CPA firms. CPAs offering Personal Finance Planning (PFP) services can open doors for additional revenue flow and better staff retention.
Practicing and deploying PFP services can make clients understand the unique challenges faced by CPAs while managing their wealth. It also ensures the better mental health of the clients and expands opportunities for winning new customers.
Integrating PFP services can open up vistas for:
Certainly, addressing some of the crucial aspects of an investors’ or clients’ financial life can make a significant difference to your business proceedings. Supported by a survey revealed by the Journal of Accountancy, 83% of the CPAs surveyed offer both PFP, and other services said that they never or rarely lost tax clients due to financial planning-related issues.