Are your concerns about offering financial services to tax clients limiting your competitive edge?
As trusted advisors, clients often look to their accountants for guidance and advice on a wide range of tax related and financial issues. But not all firms can offer a full solution to their clients, thus missing out on important business opportunities and a competitive edge. During a recent survey conducted by Accounting Today, they spoke to tax professionals who offer financial services to their clients as well as those who don’t. On Thursday, June 9th at 12:30 PM, America’s Tax Solutions™ will present a webinar that discusses the real and perceived benefits and challenges of offering a more robust financial services solution. Attend this one-hour educational web-based seminar to hear more about the research findings. You will also learn:
- How to produce higher client satisfaction/better client relationships.
- How tax professionals are using financial services to drive revenue and profitability.
- How America’s Tax Solutions™ can overcome concerns about time and staffing through partnership and planning.
- Why the expertise and skills needed to offer financial services are well within a tax professionals grasp.
Please join the President and Founder of America’s Tax Solutions™ as he sheds light on the real and perceived experiences and concerns of tax professionals with and without financial services offerings.
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