Mary Ellen Biery

Mary Ellen Biery

CPA: How I became a "broker of services"

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.


Visit other PMG Sites:

Template Settings


For each color, the params below will give default values
Tomato Green Blue Cyan Dark_Red Dark_Blue


Background Color
Text Color


Background Color


Select menu
Google Font
Body Font-size
Body Font-family
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.