seven tech keys to a holistic service model

randy johnston, shareholder, k2 enterprises, is a nationally recognized educator, consultant and writer with over 40 years of experience in strategic technology planning, accounting software selection, paperless systems and network integration, and business continuity and disaster recovery planning.

mitigate risk by balancing technology’s significant benefits: how to overcome your three biggest concerns.

by randy johnston
the holistic guide to wealth management

in order to provide clients with the holistic service model that we’ve explored throughout our book, you’ll need a technology stack that can keep up.

more: four ways to provide wealth management in your accounting practice | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision | what multiples mean to accounting firms | why cpas are best positioned to become financial advisors | how wealth management has evolved | introducing you to a fulfilling return on relationships | why now is the time for cpas to embrace wealth management
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there are seven important reasons why a holistic service model is particularly beneficial for accounting professionals. below i’ll explain how having the right technology in place will significantly facilitate your transition from tax preparer/financial historian to trusted holistic advisor.