A Financial Planner's View

books:


	• The Lazy CPA's Guide for Adding Financial Services to Your Tax Practice Nick Hodges TheLazyCPA.com, Inc., 2003 - 224 pages average customer review:based on 4 reviews view larger image
	for more information click here

A Financial Planner's View

Nick's book is one of the best "How to" books I've ever read. A great step-by-step book for those tax professionals interested in adding financial services to their practices. Nick walks you through the painful discovery that he went through in finding the right Broker Dealer to detailing the requirements of becoming security and insurance licensed. As a Financial/Estate Planning professional who has worked with CPA's for many years, this book has really helped me work smarter with the CPA's that I work with. I have shared Nick's book with every new CPA that joins our organization. Nick's theme throughout the book is, "the client always comes first", and that your not going to sell them anything until you know exactly what they need and what their goals are. Again, a great book and a must read for any tax professional wanting to add financial services to their business.

for more information click here

The lazy cpa's guide

I liked the step by step process that Mr. Hodges took to make an important business decision. He even took the unique approach of asking his customers if they would like him to add financial services to his CPA business. Good reading and practical information.

for more information click here

Financial Advisor

I found this book to be an excellent guide to any accountant or Financial Advisor that is looking to add more financial services to their practice

Financial Advisor

I found this book to be an excellent guide to any accountant or Financial Advisor that is looking to add more financial services to their practice

Adding financial services to your tax practice can dramatically change your life! Find out what adding financial services could mean to your tax practice by reading Nick Hodges' personal experience. Through his story, you will walk through all the important decisions and understand how bringing financial services to your tax clients can benefit you and your clients!

for more information click here