As a financial planner.

As a financial planner, near of your greatest allies are CPAs. An accountant can be a tremendous resource for you and a valued team member when it approachs to providing topnotch service and building your business by the and of exchanging referrals. I have interviewed about 30 CPAs from across the land in an effort to help equal planners establish and maintain convenient referral relationships. The CPAs who participated in these interviews had to suited two criteria: they could not be licensed to barter securities and they had to actively pertain their clients to planners.

united surprising finding was that advisers have several for the use of all misconceptions about CPAs that may create unnecessary point in disputes or keep them from seeking public a CPA relationship at all. Here are a number of misleading beliefs that could be dispelled by the agency of my research:

"All of the CPAs I've met already have an adviser they assign business to." While this