Your CPA Practice and Planning

Many CPA financial planners added financial planning services to their tax practices because their clients asked questions that went beyond taxes, including educating children,  transferring wealth, protecting assets, funding retirement, etc.  These CPAs have built their financial planning practices off of their existing tax practices, and take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance. Not only does this expansion of service offerings open up new revenue streams and increase retention of clients and staff, but also brings CPA financial planners fulfillment as they work to help their clients realize their financial goals.

From Tax Preparer to Financial Planner: The Road Best Traveled (on-demand recordings)

The following steps will help you transition from tax preparer to financial planner:

  • Step 1: Understanding the Value of Financial Planning
  • Step 2: Moving from Tax Planning to Integrated Financial Planning for Individuals, Families, and Business Owners  
  • Step 3: Building a PFP Services Practice