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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.
Review
Excellent Guide! At our Firm this book is like our Bible. Nick Hodges has an outstanding knowledge of his trade! He's customer service oriented, putting the needs of his client above the almighty dollar. This book is great for anyone involved with accounting, whether you are an ambitious college student or a CPA at a well-established firm. I highly recommend it. --Joanne Schipe
Nick's book is one of the best How-to books I've ever read. A great step-by-step book for those tax professionals interested in adding financial services to their practices. Nick walks you through the painful discovery that he went through in finding the right Broker-Dealer to detailing the requirements of becoming security and insurance licensed. As a Financial/Estate Planning professional who has worked with CPA's for many years, this book has really helped me work smarter with the CPA's that I work with. I have shared Nick's book with every new CPA that joins our organization. Nick's theme throughout the book is, the client always comes first, and that you're not going to sell them anything until you know exactly what they need and what their goals are. Again, a great book and a must-read for any tax professional wanting to add financial services to their business. --Keith Offel, Placentia, CA
I liked the step-by-step process that Mr. Hodges took to make an important business decision. He even took the unique approach of asking his customers if they would like him to add financial services to his CPA business. Good reading and practical information. --Robyn Simons, Salt Lake City, UT
"About this title" may belong to another edition of this title.
- PublisherTheLazyCPA.com, Inc.
- Publication date2003
- ISBN 10 0974369403
- ISBN 13 9780974369402
- BindingPaperback
- LanguageEnglish
- Edition number1
- Number of pages224
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The Lazy CPA's Guide for Adding Financial Services to Your Tax Practice
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TheLazyCPA.com, Inc., 2003
ISBN 10: 0974369403
ISBN 13: 9780974369402
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