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Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm's Elite Wealth Management Practice

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Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm's Elite Wealth Management Practice - Prince, Russ Alan, and Smith Cfp Crpc Bfa Cbec, Homer S, IV, and Saganey Cfp, Paul A
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The hours and costs to increase revenue within a service-based accounting firm can pile up fast. So many tools, formulas, and schemes miss the mark. So be warned: what financial thought leaders Russ Alan Prince , Homer Smith , and Paul Saganey share in this book is not for everyone. Their method to uncover additional opportunities, offer more services, and develop recurring revenue is elite. It optimizes the financial lives of clients and keeps the accountant at the center of the process. With the expertise ...

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Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm's Elite Wealth Management Practice 2022, Houndstooth Press

ISBN-13: 9781544534596

Trade paperback

Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm's Elite Wealth Management Practice 2022, Houndstooth Press

ISBN-13: 9781544534589

Hardcover