CPAs are the best professionals to serve their clients' entire financial needs, but they need to know when and how to coordinate with other experts.
Over the last twenty years we have worked with 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, not be dependent solely on tax and accounting revenue.
What we've found as we have helped these professionals …