Frequently Asked Questions
Why are CPAs entering the financial services business?
- Better Satisfy and Serve Clients
- Increased Revenue Opportunities
- Competitive Pressures
- To Grow and Expand Their Business
- Creating a more profitable exit strategy
- Changes in the Rules and Regulations
- Legal since 2010
- Client Retention!
Will you explain everything?
- YES, We will show you how to integrate financial planning and wealth management services into your existing CPA practice.
What will it do for my bottom line?
- Not only will this help to increase your CPA revenue potential, it will heighten your clients’ satisfaction.
Will there be an interruption in my normal practice?
- Not at all… we will show you how to successfully add financial and wealth management Services without materially disrupting your CPA practice.
Silver State CPA Alliance
Phone: (702) 371-1000
7380 South Eastern Ave. Ste 124-288
Las Vegas, Nevada 89123