Harness Wealth

NOVEMBER 27, 2023

Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client. Client Accounting Services are a comprehensive set of offerings provided by accounting firms to assist both individual and business clients in both compliance matters and day-to-day financial management.

Accounting 59

Accounting Clients Compliance Taxes 59

Harness Wealth

OCTOBER 23, 2023

Accounting advisory services are a suite of strategic planning offerings that extend beyond the realm of traditional tax return preparation and filing. While there may be some overlap, accounting advisory services should not be mistaken for traditional financial planning or for Client Accounting Services (CAS).

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Midstream Marketing

AUGUST 13, 2024

Because of new rules and compliance needs, financial advisors must make sure their marketing activities meet industry standards. Providing useful content, like market updates or guides for financial planning, is a good idea too. This encourages people to visit your website, book a consultation, or learn more about your services.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Good Financial Cents

AUGUST 12, 2023

As Robert Kiyosaki (2017) explains in his best-selling book “ Rich Dad Poor Dad ,” passive income can be a way to achieve greater financial independence. Understanding these rules or consulting a tax professional is vital to maximizing after-tax returns and compliance with tax laws. The post What is Passive Income?

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. So any compliance people listening, I’m just spitballing here. 00:04:02 That’s what value add software was originally. That’s Barry saying it. That’s not Mike.

Assets 173

Assets Management Portfolio Marketing 173

Indigo Marketing Agency

MARCH 24, 2025

AI-powered tools are transforming various facets of advisory businesses, including client engagement, portfolio management, compliance, and more. By reducing meeting preparation and documentation time from an hour to just 5-10 minutes, advisors can allocate more time to personalized client interactions and strategic planning.

Financial Advisor 52

Financial Advisor Compliance Communication Wealth Management 52