Mary Ellen Biery

CPA: How I became a "broker of services"

Friday, 24 January 2014

adviceMany accountants desire to reduce reliance on providing often-commoditized services such as tax preparation and financial statements. But how do you get your practice moving in another direction? One option is to take on the role of "broker of services" – someone who advises clients and occasionally puts them in touch with other professionals in order to make sure all of the clients' needs are met.

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