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seth fineberg is an accounting industry consultant, content strategist, analyst and speaker. his current business is accountants forward. he has been a business editor and journalist for over 30 years, the vast majority of which has been spent overseeing the accounting profession’s evolution. |
start with a conversation.
by seth fineberg
the holistic guide to wealth management.
today we are cresting the biggest waves of change that i’ve seen in my 20-plus years of covering the accounting profession. i’m talking about the need for cpas to go beyond simply being the trusted tax guy (or girl) for their clients and to help them manage all aspects of their wealth. this movement has been building for the better part of a decade, but only recently has it gone from “i’ll think about it” to “can i afford not to get on board?”
not to sound the alarm bells here, but cpas must soon choose between riding the financial planning wave or being swept under it.
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