CPA Financial Services Advisor Helps Accounting Firms Profit from Diversification Opportunities.Business Editors ATLANTA--(BUSINESS WIRE)--Feb. 23, 2000 Innovative Newsletter Is Essential Resource for CPAs Offering New Financial Services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. A newly published resource devoted exclusively to helping CPAs build a profitable, high-impact financial services practice was announced today by Strafford Publications, publisher of the accounting profession's leading news services. "CPA (Computer Press Association, Landing, NJ) An earlier membership organization founded in 1983 that promoted excellence in computer journalism. Its annual awards honored outstanding examples in print, broadcast and electronic media. The CPA disbanded in 2000. Financial Services Advisor" is the authoritative monthly intelligence briefing on proven, profitable strategies for CPAs expanding into new financial services areas - ranging from personal financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against and investment management to brokering securities and insurance to trust and estate planning Estate Planning The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death. Notes: Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the (http://www.straffordpub.com/products/cfs/index.html). Financial services is a promising, high potential business opportunity for CPA firms faced with declining profit margins in their traditional tax and audit practices. It is also a much different business - with different rules and regulations, different client relations, different operating procedures, different training requirements, and different compensation structures. Written for both established practice leaders and newcomers, each issue of "CPA Financial Services Advisor" features case studies of firms that have successfully taken the plunge The term Plunge has multiple meanings:
tr.v. al·ien·at·ed, al·ien·at·ing, al·ien·ates 1. To cause to become unfriendly or hostile; estrange: alienate a friend; alienate potential supporters by taking extreme positions. partners and clients, evaluating the merits and drawbacks of different business models, and alternative approaches for disclosing fees and commissions. "CPA Financial Services Advisor" (http://www.straffordpub.com/products/cfs/index.html) is available for a limited time at the charter discount rate of $247 - a $50 savings off the regular price of $297. Orders should be directed to: Strafford Publications, Inc., 590 Dutch Valley Road, NE, Postal Drawer A person who orders a bank to withdraw money from an account to pay a designated person a specific sum according to the term of a bill, a check, or a draft. An individual who writes and signs a Commercial Paper, thereby becoming obligated under its terms. 13729, Atlanta, GA 30324-0729; Phone: 800-926-7926; Fax: 404-881-0074; Email: custserv@straffordpub.com; Website: www.straffordpub.com. NOTE TO EDITORS: Strafford Publications' accounting titles include "Public Accounting Report" (http://www.straffordpub.com/accounting/index.html) the oldest and most widely circulated independent newsletter of the profession, "CPA Managing Partner Report", "CPA Personnel Report" and "CPA Marketing Report", which provide valuable job guidance to managing partners, human resources The fancy word for "people." The human resources department within an organization, years ago known as the "personnel department," manages the administrative aspects of the employees. recruiters and firm marketers, respectively; and "Auditor-Trak", a proprietary database offering exclusive analysis of auditor auditor n. an accountant who conducts an audit to verify the accuracy of the financial records and accounting practices of a business or government. A proper audit will point out deficiencies in accounting and other financial operations. changes among public companies. |
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