{"id":119087,"date":"2023-11-20t14:30:43","date_gmt":"2023-11-20t19:30:43","guid":{"rendered":"\/\/www.g005e.com\/?p=119087"},"modified":"2024-08-27t17:00:35","modified_gmt":"2024-08-27t21:00:35","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":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-37976\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg\" alt=\"couple meeting with investment advisor.\" width=\"1600\" height=\"1067\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 1600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-190x126.jpg 190w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>10 points to consider before adding them to your practice<\/strong><strong>.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/101qa\/\"><i>202 questions and answers: managing an accounting practice<\/i><\/a><\/p>\n<p><strong>question: i am thinking of adding financial services to my practice. what are your thoughts?<\/strong><\/p>\n<p><strong>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<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/11\/13\/thirteen-things-to-consider-before-you-sell-your-practice\/\">thirteen things to consider before you sell your practice<\/a> | <a href=\"\/\/www.g005e.com\/2023\/11\/06\/how-much-is-your-tax-practice-worth\/\">how much is your tax practice worth?<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/30\/ready-to-retire-selling-your-practice-is-no-strategy\/\">ready to retire? selling your practice is no strategy<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/23\/uncooperative-partner-might-not-be-the-problem\/\">uncooperative partner might not be the problem<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/16\/merge-in-lower-priced-work-without-losing-out\/\">merge in lower-priced work without losing out<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/09\/20-things-you-need-for-a-business-valuation\/\">20 things you need for a business valuation<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>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.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#more-119087\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-37976\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg\" alt=\"couple meeting with investment advisor.\" width=\"1600\" height=\"1067\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 1600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-190x126.jpg 190w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>10 points to consider before adding them to your practice<\/strong><strong>.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/101qa\/\"><i>202 questions and answers: managing an accounting practice<\/i><\/a><\/p>\n<p><strong>question: i am thinking of adding financial services to my practice. what are your thoughts?<\/strong><\/p>\n<p><strong>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<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/11\/13\/thirteen-things-to-consider-before-you-sell-your-practice\/\">thirteen things to consider before you sell your practice<\/a> | <a href=\"\/\/www.g005e.com\/2023\/11\/06\/how-much-is-your-tax-practice-worth\/\">how much is your tax practice worth?<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/30\/ready-to-retire-selling-your-practice-is-no-strategy\/\">ready to retire? selling your practice is no strategy<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/23\/uncooperative-partner-might-not-be-the-problem\/\">uncooperative partner might not be the problem<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/16\/merge-in-lower-priced-work-without-losing-out\/\">merge in lower-priced work without losing out<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/09\/20-things-you-need-for-a-business-valuation\/\">20 things you need for a business valuation<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>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.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#more-119087\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1341,"featured_media":37976,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"129943,136831,133566,128216,137944,129835","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3184,1905,3120,3002],"tags":[],"class_list":["post-119087","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","category-clients-and-service","category-pro-member-exclusive","category-special","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>should you offer financial services? - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"should you offer financial services? - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:published_time\" content=\"2023-11-20t19:30:43+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-27t21:00:35+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1600\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"edward mendlowitz\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:site\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:label1\" content=\"written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"edward mendlowitz\" \/>\n\t<meta name=\"twitter:label2\" content=\"est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/\"},\"author\":{\"name\":\"edward mendlowitz\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8\"},\"headline\":\"should you offer financial services?\",\"datepublished\":\"2023-11-20t19:30:43+00:00\",\"datemodified\":\"2024-08-27t21:00:35+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/\"},\"wordcount\":769,\"commentcount\":0,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg\",\"articlesection\":[\"advisory &amp; consulting\",\"client service opportunities\",\"pro member exclusive\",\"special\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/\",\"url\":\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/\",\"name\":\"should you offer financial services? - 卡塔尔世界杯常规比赛时间\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/#website\"},\"primaryimageofpage\":{\"@id\":\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#primaryimage\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg\",\"datepublished\":\"2023-11-20t19:30:43+00:00\",\"datemodified\":\"2024-08-27t21:00:35+00:00\",\"description\":\"actionable intelligence for tax, accounting, and financial professionals\",\"breadcrumb\":{\"@id\":\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#breadcrumb\"},\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"readaction\",\"target\":[\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/\"]}]},{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#primaryimage\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg\",\"width\":1600,\"height\":1067,\"caption\":\"couple meeting with investment advisor.\"},{\"@type\":\"breadcrumblist\",\"@id\":\"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#breadcrumb\",\"itemlistelement\":[{\"@type\":\"listitem\",\"position\":1,\"name\":\"home\",\"item\":\"\/\/www.g005e.com\/\"},{\"@type\":\"listitem\",\"position\":2,\"name\":\"growth strategies\",\"item\":\"\/\/www.g005e.com\/category\/growth\/\"},{\"@type\":\"listitem\",\"position\":3,\"name\":\"client service opportunities\",\"item\":\"\/\/www.g005e.com\/category\/growth\/clients-and-service\/\"},{\"@type\":\"listitem\",\"position\":4,\"name\":\"should you offer financial services?\"}]},{\"@type\":\"website\",\"@id\":\"\/\/www.g005e.com\/#website\",\"url\":\"\/\/www.g005e.com\/\",\"name\":\"卡塔尔世界杯常规比赛时间\",\"description\":\"actionable intelligence for the tax, accounting and finance community\",\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"potentialaction\":[{\"@type\":\"searchaction\",\"target\":{\"@type\":\"entrypoint\",\"urltemplate\":\"\/\/www.g005e.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"propertyvaluespecification\",\"valuerequired\":true,\"valuename\":\"search_term_string\"}}],\"inlanguage\":\"en-us\"},{\"@type\":\"organization\",\"@id\":\"\/\/www.g005e.com\/#organization\",\"name\":\"卡塔尔世界杯常规比赛时间 research\",\"alternatename\":\"cpatrendlines\",\"url\":\"\/\/www.g005e.com\/\",\"logo\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"width\":1600,\"height\":350,\"caption\":\"卡塔尔世界杯常规比赛时间 research\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\"},\"sameas\":[\"https:\/\/www.facebook.com\/cpatrendlines\",\"https:\/\/x.com\/cpa_trendlines\",\"https:\/\/www.linkedin.com\/groups\/115382\/\",\"https:\/\/www.youtube.com\/cpatrendlines\"]},{\"@type\":\"person\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8\",\"name\":\"edward mendlowitz\",\"image\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png\",\"caption\":\"edward mendlowitz\"},\"description\":\"edward mendlowitz, cpa, abv, pfs, is a partner at withum, a forward-thinking, technology-driven advisory and accounting firm. ed has over 40 years of public accounting experience, is recognized as one of the top 100 most influential people in accounting by accounting today, and is the 卡塔尔世界杯常规比赛时间 \\\"practice doctor.\\\"\",\"url\":\"\/\/www.g005e.com\/author\/edward-mendlowitz\/\"}]}<\/script>\n<!-- \/ yoast seo plugin. -->","yoast_head_json":{"title":"should you offer financial services? - 卡塔尔世界杯常规比赛时间","description":"actionable intelligence for tax, accounting, and financial professionals","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/","og_locale":"en_us","og_type":"article","og_title":"should you offer financial services? - 卡塔尔世界杯常规比赛时间","og_description":"actionable intelligence for tax, accounting, and financial professionals","og_url":"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/","og_site_name":"卡塔尔世界杯常规比赛时间","article_publisher":"https:\/\/www.facebook.com\/cpatrendlines","article_published_time":"2023-11-20t19:30:43+00:00","article_modified_time":"2024-08-27t21:00:35+00:00","og_image":[{"width":1600,"height":1067,"url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg","type":"image\/jpeg"}],"author":"edward mendlowitz","twitter_card":"summary_large_image","twitter_creator":"@cpa_trendlines","twitter_site":"@cpa_trendlines","twitter_misc":{"written by":"edward mendlowitz","est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"article","@id":"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#article","ispartof":{"@id":"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/"},"author":{"name":"edward mendlowitz","@id":"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8"},"headline":"should you offer financial services?","datepublished":"2023-11-20t19:30:43+00:00","datemodified":"2024-08-27t21:00:35+00:00","mainentityofpage":{"@id":"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/"},"wordcount":769,"commentcount":0,"publisher":{"@id":"\/\/www.g005e.com\/#organization"},"image":{"@id":"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg","articlesection":["advisory &amp; consulting","client service opportunities","pro member exclusive","special"],"inlanguage":"en-us","potentialaction":[{"@type":"commentaction","name":"comment","target":["\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#respond"]}]},{"@type":"webpage","@id":"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/","url":"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/","name":"should you offer financial services? - 卡塔尔世界杯常规比赛时间","ispartof":{"@id":"\/\/www.g005e.com\/#website"},"primaryimageofpage":{"@id":"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#primaryimage"},"image":{"@id":"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg","datepublished":"2023-11-20t19:30:43+00:00","datemodified":"2024-08-27t21:00:35+00:00","description":"actionable intelligence for tax, accounting, and financial professionals","breadcrumb":{"@id":"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#breadcrumb"},"inlanguage":"en-us","potentialaction":[{"@type":"readaction","target":["\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/"]}]},{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#primaryimage","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg","width":1600,"height":1067,"caption":"couple meeting with investment advisor."},{"@type":"breadcrumblist","@id":"\/\/www.g005e.com\/2023\/11\/20\/should-you-offer-financial-services\/#breadcrumb","itemlistelement":[{"@type":"listitem","position":1,"name":"home","item":"\/\/www.g005e.com\/"},{"@type":"listitem","position":2,"name":"growth strategies","item":"\/\/www.g005e.com\/category\/growth\/"},{"@type":"listitem","position":3,"name":"client service opportunities","item":"\/\/www.g005e.com\/category\/growth\/clients-and-service\/"},{"@type":"listitem","position":4,"name":"should you offer financial services?"}]},{"@type":"website","@id":"\/\/www.g005e.com\/#website","url":"\/\/www.g005e.com\/","name":"卡塔尔世界杯常规比赛时间","description":"actionable intelligence for the tax, accounting and finance community","publisher":{"@id":"\/\/www.g005e.com\/#organization"},"potentialaction":[{"@type":"searchaction","target":{"@type":"entrypoint","urltemplate":"\/\/www.g005e.com\/?s={search_term_string}"},"query-input":{"@type":"propertyvaluespecification","valuerequired":true,"valuename":"search_term_string"}}],"inlanguage":"en-us"},{"@type":"organization","@id":"\/\/www.g005e.com\/#organization","name":"卡塔尔世界杯常规比赛时间 research","alternatename":"cpatrendlines","url":"\/\/www.g005e.com\/","logo":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","width":1600,"height":350,"caption":"卡塔尔世界杯常规比赛时间 research"},"image":{"@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/"},"sameas":["https:\/\/www.facebook.com\/cpatrendlines","https:\/\/x.com\/cpa_trendlines","https:\/\/www.linkedin.com\/groups\/115382\/","https:\/\/www.youtube.com\/cpatrendlines"]},{"@type":"person","@id":"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8","name":"edward mendlowitz","image":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/person\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png","caption":"edward mendlowitz"},"description":"edward mendlowitz, cpa, abv, pfs, is a partner at withum, a forward-thinking, technology-driven advisory and accounting firm. ed has over 40 years of public accounting experience, is recognized as one of the top 100 most influential people in accounting by accounting today, and is the 卡塔尔世界杯常规比赛时间 \"practice doctor.\"","url":"\/\/www.g005e.com\/author\/edward-mendlowitz\/"}]}},"_links":{"self":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/119087","targethints":{"allow":["get"]}}],"collection":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/users\/1341"}],"replies":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/comments?post=119087"}],"version-history":[{"count":4,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/119087\/revisions"}],"predecessor-version":[{"id":119838,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/119087\/revisions\/119838"}],"wp:featuredmedia":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media\/37976"}],"wp:attachment":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media?parent=119087"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/categories?post=119087"},{"taxonomy":"post_tag","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/tags?post=119087"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}