Accounting 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.
Individuals who wish to transition from accountant to financial advisor must take out time to understand what is involved and be ready to meet all requirements. Although accountants and financial advisors ....
The role of experts specializing in the capital market and accounting advisory services cannot be over-emphasized. These individuals are responsible for determining the overall health of a company’s financial system in the capital market.
Social media remains one of the least tapped goldmines for lead generation. With over 4.15 billion active users, social media presents one of the largest markets and opportunities to attract customers .....
There is fierce competition in the accounting industry. Information from the Big 4 Accounting Firms shows that there are over 138000 accounting firms in the US alone striving the gain the attention of the limited clients.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.
DOWNLOAD OUR PLAYBOOK