CPA²Connect
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Darryn Pope, as owner and Chief Philosophy Officer, helps create profitable relationships between CPAs and Financial Advisors for long-lasting, mutually beneficial partnerships designed to increase revenues for both parties. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. C
10/03/2018
CPAs and EAs: Get designated. Get licensed. Find a partner.
While CPA/EA firms can go it alone, a partnership, alliance, or in-house planner is the only way to get your tax clients the complete support system that they need. Some tax professionals are able to do both (tax and financial advice) and do it well, but the sheer amount of expertise, training, and continuing education forces most to end up focusing on one and letting the other slide into benign neglect.
The vast majority would benefit from partnering with qualified advisors who think, act, and care like they do. These professional, ethical, partner-level advisors are out there, and they will make your firm more complete, more client-centered, and more competitive.
CFP certification: A complement to an accounting practice Now is a critical time for CPAs to consider enhancing and diversifying their service offerings.
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