Integrated Partners Debuts On-Line Practice Profile


Lake Oswego, Ore.  (June 5, 2002) -- Integrated Partners, an organization that builds and delivers financial services platforms for professional advisory firms, now offers an on-line practice profile through its Web site at 


The profile enables CPA firms to evaluate their capacity and ability to participate in providing financial planning products and services to their clients by completing the Integrated Partners Practice Profile.


This solution is the cornerstone of the diagnostic process that enables Integrated Partners to create an evaluation of a firm, including strengths, weaknesses, client base, current revenue stream, marketing, culture, and chances for success.


"Integrated Partners Practice Profile results can be used to analyze a CPA firm and its practice.  We can then create a customized action plan that will help a firm realize the full potential of the financial services opportunity," said Tony Wood, chief executive officer of Integrated Partners.


Integrated Partners helps financial professionals and financial institutions, including CPAs, banks, credit unions, insurance companies and other financial professionals and firms introduce financial planning and investment advisory services into their practice.


-- Electronic Accountant Newswire staff


Register or login for access to this item and much more

All Accounting Today content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access