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Accounting Advisory Services: A Comprehensive Guide for CPAs

Harness Wealth

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. While there may be some overlap, accounting advisory services should not be mistaken for traditional financial planning or for Client Accounting Services (CAS).

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Scott Salaske is the founder and CEO of Firstmetric , a flat fee financial advisor firm in Troy, Michigan. Ever since the beginning of his 20+ year long career, Scott has pursued his mission of delivering high quality financial advice in a low cost and unbiased way.

CFP 59