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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 of Accounting Today)—in partnership with HD Vest—many firms have yet to take advantage of this opportunity to better serve their clients, increase loyalty and broaden their revenue bases.



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