Roadmap Workshop to Developing a Tax and
Personal Financial Planning Advisory Service
Tax compliance services are not enough for clients who have an incomplete understanding of their personal financial situation and are seeking advice on topics like cash flow planning, retirement planning, tax planning, education planning, issues with risk management, and more.
As preparation services face increasing competition, now is the time to build a high-value, future-ready personal financial life planning service for individual clients. This will smooth your workload, bolster your revenue stream, and deepen your relationships with clients.
In this workshop, you will receive a roadmap to build this service model, learn from practitioners that have already expanded successfully, and receive action-oriented tools to get you there faster.
Leverage your firm’s expertise to offer individual clients a service that answers their questions about personal financial planning, and provides you ongoing, recurring engagements that go beyond producing tax returns.
*Early Bird Expiration: One month prior to event
CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
For more information regarding administrative policies such as refunds, cancellations and complaints, please contact CPA.com at 888-777-7077.
Program Level: Overview
Delivery Method: Group-Live training with an instructor/SME
Field of Study: Business Management and Organization
Number of CPE credits: 15
No advanced preparation is required to participate in this workshop.
Define the fundamentals of tax and personal financial planning and identify the scope of your firm's offering.
Create a business plan to evolve from compliance services only to a compliance and advisory service model.
Explain pricing strategies for recurring advisory services.
Review the technology available to effectively deliver these services.
Identify professional responsibilities and best practices for engagement parameters to avoid scope creep and set proper firm and client expectations.
The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development.
CPA.com is your primary source for taking the complexity out of moving your Firm into the digital arena — enabling you to focus on growing your business with the smartest solutions in our industry.