Accounting Today, Financial Planning Print E-mail

"Head for the Middle" article in the May 5th edition of Accounting Today magazine. Accountants helping middle income Americans with financial planning, CPA financial planning software.

 

I recently wrote an article for Accounting Today magazine entitled "Head for the Middle."

Accountants observe and interact with their client’s financials more than any other professional advisor, yet many struggle to effectively deliver financial planning services profitably. Article discusses target marketing the middle with financial planning, effective business models, and technology solutions. eFinPLAN and accounting firms can partner together to uniquely serve the middle market to grow their business.