• 主题
高级搜索  >
历史搜索 清空历史
首页> 外文期刊>Accounting today >When you're not the planner
【24h】

When you're not the planner

机译：当您不是计划者时

获取原文
获取原文并翻译 | 示例
           
页面导航
  • 摘要
  • 著录项
  • 相似文献
  • 相关主题

摘要

These firms have grown their traditional business so well that they have specifically decided not to offer wealth management services. These firms chose to have their focus be tax, accounting and business consulting, and to support a wealth manager when called upon or needed. When a client goes to their CPA with a financial question that is completely out of the CPA's wheelhouse of knowledge, what does that CPA do? The options are many: Wing it, tell them you don't know or guide them to a resource where they can get what they need. The better firm wants to be a part of the solution and help the client find the answer through another firrn or some other source. When it comes to working with another professional, that selection by the CPA is important and a reflection of the level of care that you may provide.
机译：这些公司的传统业务发展得如此之好，以至于他们明确决定不提供财富管理服务。这些公司选择将重点放在税务，会计和业务咨询上，并在需要或需要时支持财富管理公司。如果客户提出的财务问题完全超出了CPA的知识范围，那么CPA会做什么？选项有很多：机翼，告诉他们您不知道，或将他们引导到可以获取所需内容的资源。更好的公司希望成为解决方案的一部分，并帮助客户通过其他途径或其他来源找到答案。当与另一位专业人员一起工作时，CPA的选择很重要，这反映了您可以提供的护理水平。

著录项

相似文献

  • 外文文献
  • 中文文献
  • 专利
获取原文

客服邮箱：kefu@zhangqiaokeyan.com

京公网安备：11010802029741号 ICP备案号：京ICP备15016152号-6 六维联合信息科技 (北京) 有限公司©版权所有

  • 客服微信

  • 服务号