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Evaluating The Financial Planning Services Business Model

By Sidney Kess
The CPA Journal
May 2019

Financial planning is a generic term for all of the services that CPAs perform that deal with a client’s individual wealth. It is also a specific term that relates to a single service that is performed. In this article, Sidney Kess will answer the following questions: What can CPAs provide in this field, and how is a business established around financial planning services?


Published with permission from The CPA Journal.

Click here for the full article.