In this section you can access the results of the first joint study of CPA financial planning and advisory practices from the Personal Financial Planning (PFP) Section of AICPA and Moss Adams LLP. This study speaks to the best practices of the most successful CPA financial planning practices, the various business structures to consider when providing these services and challenges that many CPAs face in this area and how they can be overcome.
Additionally, you will find practice guides, a library of past web seminar recordings and marketing and media toolkits, as well as white papers on organizational structure, staffing, succession planning and work/life balance.
Show documents in this section
Hide documents in this section