Overview

Why not create a financial services practice inside your CPA firm? Once upon a time, financial planner Billy Hemby had an idea. Why not offer financial planning and CPA services together? As he began to research the prospect of doing this, he discovered a powerful truth: Clients expressed more confidence in financial services offered through their CPA than other sources. This is largely due to accounting clients often considering their CPA as their most trusted advisor. The proven strategies offered in this book can help you successfully navigate your journey to developing a rewarding financial services offering for your CPA practice. This journey is not without potential pitfalls, and Hemby knows how to avoid them. He also knows the right questions to ask before you embark on this quest: - Is this something you should do? - If so, who should you partner with? - What will the structure of this business marriage look like? - How can you make it work best for the clients you serve? Hemby answers them all with clarity and firsthand experience.

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9781958331002

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Billy Hemby is a Managing Director with Level Four Advisory Services, LLC located in the Carr, Riggs & Ingram, LLC (CRI) offices in North Carolina. He is active as a wealth advisor and ensemble team leader and is an investment specialist. He was a founding partner of PPC Financial Group, a wealth management division of Pittard Perry & Crone, CPAs and Advisors before their merger with CRI. Billy has 30 years of experience in the business and is a Certified Financial Planner licensee.

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