Harness Wealth
OCTOBER 23, 2023
Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. If you’re a CPA who works with clients on more than just annual tax returns, you’re likely already providing accounting advisory services.
WiserAdvisor
DECEMBER 1, 2023
The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.
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WiserAdvisor
AUGUST 3, 2023
A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management. Comparing the financial advisor’s fee with industry standards can provide a helpful context.
eMoney Advisor
FEBRUARY 9, 2023
Recent research 1 found that there is a large population of Americans interested in financial guidance. Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional.
Brown Advisory
MAY 4, 2020
. // CASE STUDY #1 client: SMALL PRIVATE REGIONAL COLLEGE challenge: STRATEGIC PLANNING/DEBT MANAGEMENT BACKGROUND Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives.
WiserAdvisor
JANUARY 8, 2023
Investors can also continue using savings accounts and Certificates of Deposit (CDs) as their interest rates are usually favorable when Fed interest rates are increased. Need a financial advisor? As per the Congressional Budget Office (CBO), the act can reduce budget deficits by $237 billion over the next ten years.
Brown Advisory
SEPTEMBER 4, 2019
Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives. Accounting: The client has outsourced its accounting infrastructure, and we now maintain a more direct day-to-day communication channel with the client's accountants.
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