Increasingly, individual clients are looking for a single source of tax and financial services, and CPAs are uniquely positioned to be that source, experts say – provided they’re willing to speak the same language clients do.
In a session on “The Future of Services to Individuals” at the American Institute of CPAs’ Engage 2017 conference, the director of the institute’s PFP Division, Andrea Millar, said, ““One hundred and twenty thousand CPAs today are offering financial planning – but only a portion call it that. We need to call it what consumers call it, or they won’t recognize that we’re offering it. If you call yourself a CPA financial planner, that’s what will resonate most.”
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