Accounting White Papers

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Making a Financial Services Offering Work for Your Firm

Your peers are enhancing client experience by adding financial services alongside their practices– perhaps you should too. Read on to find out how.



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A Quick Guide to Expanding Your Small or Mid-Size Accounting Firm by Adding Financial Services

Expand your small to mid-size account firm by adding financial services. View this infographic to find out how.



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Thinking about offering financial services to your Tax Clients?

Thinking about offering financial services to you Tax Clients? Read on.



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Learning from Experience: Benefits Trump Concerns When Tax Professionals Offer Financial Services

Tax professionals offering financial services have gained notable benefits that outweigh any potential concerns, according to new survey. Read on to learn more.



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Beyond the 1040: Taking Your Relationship with Clients to the Next Level

As a trusted advisor, tax professional are well-positioned to help their clients make sound financial decisions in critical areas such as retirement and estate planning. Read this paper and learn more.



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Missing a Natural Opportunity: A Financial Services Offering

Providing financial services and wealth management advice can help address your client’s future.



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Missing a Natural Opportunity: A Financial Services Offering

Financial services have become a natural add-on to many CPA/tax professional practices. Clients trust these professionals to provide insightful, practical and sound wealth management and planning advice at the same level of quality and reliability as their bookkeeping and tax guidance. Yet, according to a recent survey conducted by the research unit of SourceMedia (publisher ofAccounting Today)—in partnership with HD Vest—many firms have yet to take advantage of this opportunity to better serve their clients,…



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The Road to Expansion: Finding a Partner to Help You Grow and Market Your Financial Services Practice

Sponsor: Cetera

Many tax and accounting professionals have recognized the tremendous advantages of adding wealth management to their practices. In addition to providing clients the extended services they’re seeking (and possibly receiving somewhere else), offering wealth management services strengthens relationships with clients while generating a new, year-round revenue stream.

In this white paper, based on a study by Accounting Today’s research unit on behalf of Cetera Financial Specialists, you’ll learn:

  • Why your peers are adding wealth management to their practices
  • What’s holding some CPAs and tax professionals back—and how to overcome it
  • How finding the right wealth management partner can be the quickest route to broadening your offerings—and success



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Do's and Don'ts for Accountants

Sponsor: Citrix Systems

Don’t make clients rely on you for sending their old tax documents. Do provide a way for clients to easily access files anytime using the secure and password-protected ShareFile portal. Read more of the Do's and Don'ts for Accountants.



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Do Passwords Really Protect Your PDFs?

PDFs, or Portable Document Formats, are a popular way to share important business documents. But are they secure enough to protect sensitive client information? Read this whitepaper to see why accountants need more security than PDFs can provide and what you can do to help better protect your data.



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The ROI of Thinking Twice About How You Send Files

Sponsor: Citrix

Electronic file sharing saves time as well as money. Here’s how it all adds up just for transferring 1 GB of data, using other methods such as CDs, fax, FTP. Learn what Accountants need to know.



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Onboard Your Clients Effortlessly With E-Signatures

Sponsor: RightSignature

Make onboarding new clients quick and simple with a solution designed to eliminate wasteful paperwork. Using electronic signatures, or e-signatures, can help your practice grow while increasing efficiency.




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