Bob Veres Inside Information Newsletter Service Now FREE to AICPA PFP/PFS Members

A Message from Your CPA/PFS Peers, Lyle Benson and Michael Goodman

One of the toughest aspects of running a successful CPA/Financial Planning practice is having the time to focus on running the business. We all get caught up in making sure we are taking care of clients, but too often, we don’t spend the time needed to build our own firms. The recent Moss Adams/AICPA Study of CPA Financial Planning practices found that one of the most important keys to success in this area was to spend time focusing on the strategic and practice management issues facing your firm.

Bob Veres has been engaged in and watching over the financial planning profession for over two decades. Over the years, we have read his material and heard him speak at many professional conferences. His objective advice on a wide range of issues facing our profession and our own practices is usually right on point and very helpful. His monthly Inside Information newsletter, E-Columns and media reviews provide great practice management and client service ideas as well as coverage of important issues facing the profession that can help you address the most important issues that we all struggle with. Bob has a unique and broad industry perspective and a hands on approach unlike most others.

As a benefit to members of the PFP Section, inclusive of PFS credential holders, we have arranged to provide Bob Verses’ valuable resources to you at no additional cost (cost is $349 annually when purchased separately).  You will have access to Bob's monthly Inside Information newsletter, E-Columns, and media reviews through the PFP website (announced as available via the weekly PFP Community News).  The PFP Division continues to bring you resources that will help you provide quality service to your clients and manage your practices more effectively and efficiently. Learn more>>