Academic journal article Journal of Accountancy

It Takes a Team to Fully Serve a Client

Academic journal article Journal of Accountancy

It Takes a Team to Fully Serve a Client

Article excerpt

Over the last twenty years we have worked with literally thousands of practitioners who have decided to add financial services to their practices. They do it for a variety of reasons, but the most common are: Their clients request financial services and they don't want to send them to someone else; They want to remain competitive; They want to diversify and increase their revenue; They don't want to be dependent solely on tax and accounting revenue.

What we've found as we have helped these professionals add planning and investment services to their core offerings is that they achieve four main benefits after doing so:

1. They are more satisfied with their work.

2. Their clients are more satisfied because they can work with someone they trust to meet financial goals.

3. Their clients give them more referrals.

4. Their incomes increase.

We believe that CPAs are the most appropriate, and perhaps the only, professionals who can provide comprehensive financial services to clients, because they understand their clients' tax and financial situations. Their clients trust these practitioners to provide professional advice that is in their best interest. In fact, we believe that tax professionals have an obligation and responsibility to their clients to advise their clients--and clients expect their professionals to advise them--in these important areas. …

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