The Lazy CPA's Guide for Adding Financial Services to Your Tax Practice - Softcover

Nick Hodges

 
9780974369402: The Lazy CPA's Guide for Adding Financial Services to Your Tax Practice

Synopsis

Adding financial services to your tax practice can dramatically change your life! Find out what adding financial services could mean to your tax practice by reading Nick Hodges' personal experience. Through his story, you will walk through all the important decisions and understand how bringing financial services to your tax clients can benefit you and your clients!

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About the Author

A certified public accountant (CPA) in California since 1981, Nick Hodges spent 15 years watching his tax clients receive inadequate financial planning services from others. In 1996, he entered the financial services arena by becoming securities licensed and attaining financial planning designations. He is one of only 1200 CPA's nationwide who holds both the Certified Financial Planner and Personal Financial Specialist designations. Coined "The Lazy CPA", his one-stop financial shopping approach has been presented to thousands of tax professionals in seminars across the country for the past six years.

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