if you’re thinking about getting into financial planning or business valuation, think again.
by ed mendlowitz
author of the tax season opportunity guide and how to increase your billing rates
question: can you recommend a specialty i can get involved in to generate more revenue for my practice?
response: my discussion with the cpa indicated that his practice consisted of a large individual tax return practice and many monthly business clients. he thought financial planning or business valuations would be a way to expand his services and make more money. it did not seem he had an intellectual interest in these areas.