{"id":119087,"date":"2023-11-20t14:30:43","date_gmt":"2023-11-20t19:30:43","guid":{"rendered":"\/\/www.g005e.com\/?p=119087"},"modified":"2023-11-29t10:49:43","modified_gmt":"2023-11-29t15:49:43","slug":"should-you-offer-financial-services","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/","title":{"rendered":"should you offer financial services?"},"content":{"rendered":"

\"couple<\/strong><\/p>\n

10 points to consider before adding them to your practice<\/strong>.<\/strong><\/p>\n

by ed mendlowitz<\/i>
\n202 questions and answers: managing an accounting practice<\/i><\/a><\/p>\n

question: i am thinking of adding financial services to my practice. what are your thoughts?<\/strong><\/p>\n

response:<\/strong> for starters, \u201cfinancial services\u201d means selling investment products or managing money.\u00a0 this is different from adding financial planning, which i see as an extension of and a next step to sound tax planning for clients.<\/p>\n

more: <\/b>thirteen things to consider before you sell your practice<\/a> | how much is your tax practice worth?<\/a> | ready to retire? selling your practice is no strategy<\/a> | uncooperative partner might not be the problem<\/a> | merge in lower-priced work without losing out<\/a> | 20 things you need for a business valuation<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

getting into the financial services business requires tremendous effort, training and a long startup period until a critical mass can be attained where there will be a reasonable cash flow and profit. this business involves the ability to sell and then deliver.
\n read more →<\/a><\/p>\n