CPA Practice Advisor - 4
How to Extend Your Firm with
PERSONAL
FINANCIAL
PLANNING
By Ryan Genor, CPA/PFS, and Sarah Lane, CPA
AS WE ENTER summer, tax practitioners across the country are collectively breathing a
sigh of relief. One of the most challenging tax seasons is now in the books, and professionals find themselves ready for a vacation or a change to their tax-centric practices.
We've been there, too, craving balance as another tax deadline passes. In our search for
an alternative, our firm discovered a complement to our tax skills that has reenergized
our careers and opened new opportunities for our clients and practice.
If you find yourself in need of more than
just a vacation after tax season, here are a few
things we've learned as we've recently transitioned our careers from tax compliance to
advising clients on all aspects of their financial
lives, including estate planning, retirement
planning and beyond.
4
JULY 2019 ■
THE BENEFITS TO YOUR PRACTICE
AND CLIENTS ARE VAST
If you've been in practice for a while, you
probably have a roster that includes many
long-time clients. Over the years, clients may
have approached you for your thoughts on their
plans for retirement or the best way to plan
their child's education. If you've had these kinds
www.CPAPracticeAdvisor.com
of conversations, you've been doing personal
financial planning (PFP) without even realizing
it. By formalizing your PFP services, clients will
benefit from your holistic understanding of
their full financial picture, and you'll improve
both your practice and lifestyle by:
* Diversifying your practice to reduce dependence
on tax season
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CPA Practice Advisor
Table of Contents for the Digital Edition of CPA Practice Advisor
From the Editor: It's Time to Take a New Look at Your Tax Practice
Financial Planning - How to Extend Your Firm with Personal Financial Planning
From the Trenches: Do Your Best Small Business Accounting
Point-of-Sale Systems
Apps We Love: DIY/Construction/Home Repair
The Proadvisor Spotlight: Summing it up at Scaling New Heights: 35 years of Intuit Innovation
Small Business Accounting Programs
A Year in the Life of a Payroll Accountant: Is Paid Family Leave Taxable?
How will AI and Automation Change Workers' Jobs?
5 Marketing Tips to Attract Construction Clients
Transform Your Thinking on Serving the Construction Industry
The 21st Century Accountant: How Robotic Process Automation Tools Work
The Millennial Advisor: Remote Work: It's Time
The Leadership Advisor: Innovation for Small Firms on a Budget
The Staffing & HR Advisor: Successful Succession: 7 Tips for Getting There
3 Tips to Organize and Strengthen Your Client Relationships this Summer
AICPA News
Lean Six Sigma Advisor: 5 Ways to Maintain a Positive Attitude for Change
What Millennials Want: How to Woo the Modern Workforce
Bridging the Gap: Leveraging the Four Cs to Automation and Advisory
CPA Practice Advisor - 1
CPA Practice Advisor - 2
CPA Practice Advisor - From the Editor: It's Time to Take a New Look at Your Tax Practice
CPA Practice Advisor - Financial Planning - How to Extend Your Firm with Personal Financial Planning
CPA Practice Advisor - 5
CPA Practice Advisor - From the Trenches: Do Your Best Small Business Accounting
CPA Practice Advisor - 7
CPA Practice Advisor - Point-of-Sale Systems
CPA Practice Advisor - 9
CPA Practice Advisor - 10
CPA Practice Advisor - 11
CPA Practice Advisor - Apps We Love: DIY/Construction/Home Repair
CPA Practice Advisor - The Proadvisor Spotlight: Summing it up at Scaling New Heights: 35 years of Intuit Innovation
CPA Practice Advisor - Small Business Accounting Programs
CPA Practice Advisor - 15
CPA Practice Advisor - 16
CPA Practice Advisor - 17
CPA Practice Advisor - A Year in the Life of a Payroll Accountant: Is Paid Family Leave Taxable?
CPA Practice Advisor - How will AI and Automation Change Workers' Jobs?
CPA Practice Advisor - Transform Your Thinking on Serving the Construction Industry
CPA Practice Advisor - 21
CPA Practice Advisor - The 21st Century Accountant: How Robotic Process Automation Tools Work
CPA Practice Advisor - The Millennial Advisor: Remote Work: It's Time
CPA Practice Advisor - The Leadership Advisor: Innovation for Small Firms on a Budget
CPA Practice Advisor - The Staffing & HR Advisor: Successful Succession: 7 Tips for Getting There
CPA Practice Advisor - 3 Tips to Organize and Strengthen Your Client Relationships this Summer
CPA Practice Advisor - AICPA News
CPA Practice Advisor - Lean Six Sigma Advisor: 5 Ways to Maintain a Positive Attitude for Change
CPA Practice Advisor - What Millennials Want: How to Woo the Modern Workforce
CPA Practice Advisor - Bridging the Gap: Leveraging the Four Cs to Automation and Advisory
CPA Practice Advisor - 31
CPA Practice Advisor - 32
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