Registered Investment Advisors and the GIG Economy
As an Accountant or a Public Accountant, it takes a lot of diligence and commitment to become a certified and professional financial manager that is a Registered Investment Advisor.
Becoming an Indispensable Financial Expert
AFO|Wealth Management Forward2022-06-22T15:37:41+00:00Financial advisors are the ones who influence the decision of their clients to take active steps, which will either build wealth or destroy wealth.
Non-Fungible Tokens: What They Are and How They Work
AFO|Wealth Management Forward2022-06-22T15:37:45+00:00Non-fungible tokens are a popular name in the market, but only a few individuals have deep knowledge about them.
How to Find Tax Niche for Your Accounting Firm
AFO|Wealth Management Forward2022-06-22T15:37:50+00:00Choosing an area of expertise in the accounting industry is an assured strategy of gaining focus and building dominance.
Client Onboarding Checklist for Agencies
AFO|Wealth Management Forward2022-06-22T15:37:55+00:00Creating a client onboarding checklist is a careful task as different individual plans are tailored to different needs.
10 Strategies to Help You Keep Your Accounting Clients
AFO|Wealth Management Forward2022-06-22T15:37:59+00:00AFO’s Wealth Management Forward Program has the best tips and tricks to help you build these connections.
Why Financial Accounting Advisory Services are Important
AFO|Wealth Management Forward2022-06-22T15:38:03+00:00Accounting advisory services is an umbrella term for a wide variety of services, so what does it exactly entail? While being an advisor can encompass a wide array of things, in this case it most often means . . .
How the 2020 Election Impacted Tax Planning Professionals: Biden vs. Trump Tax Plans
AFO|Wealth Management Forward2022-06-22T15:38:15+00:00Last year’s presidential race was a little unsteady— to say the least. When the economy began to regress with the onset of COVID 19, business owners looked toward the November election. . .
Accounting Client Onboarding Checklist
AFO|Wealth Management Forward2022-06-22T15:38:20+00:00Accounting client onboarding differs greatly from one client to next. This means that if you onboard a tax planning client and a CFO services client, the checklist for each of them will be very different. Therefore, you will need a checklist that is tailored to your specific industry and service.
What is Accounting Advisory Services?
AFO|Wealth Management Forward2022-06-22T15:38:25+00:00AFO|WMF program incorporates Risk and Wealth Management Advisory services is intended to help accounting firms monetize their current book.