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The Progressive Accountant is the leading online community of public tax and accounting professionals focused on using technology to better manage and grow their practice.




Providing advisory services has been an important talking point in the accounting community for a while now. However, many accountants are still unsure of which path to take when making changes to their firm while some accountants even question why they should provide additional services when their core products—accounting, audit, and tax—have proved so successful for so many years.

But there can be no mistake. Moving to advisory services will benefit your firm and your clients. To help frame a story around why this is the case, this whitepaper provides seven questions you can answer that will help you kickstart the process of adding advisory services to your firm.

93% of small businesses value accountants as their source of business advice, so the opportunity is out there. Don’t ignore the potential that providing advisory services can bring to your firm by continuing to only provide basic offerings. By growing your advisory services, you can tap into the potential for more profit for you and your firm and higher satisfaction from your clients.


BooXKeepging: How White Label Bookkeeping Services Provide Scalability to Your Firm

Whitepaper CoverBooXkeeping: How White Label Bookkeeping Services Provide Scalability to Your Firm When it comes to running a business the main thing that every business owner wants to do is sell their products or services, create brand awareness and generate profits that they can enjoy later in life. The last thing a business owner wants to do is to worry about bookkeeping, taxes, and the rest of time consuming accounting tasks needed to run a successful business, with limited resources and time, often the bookkeeping ends up being the last on the list of things that need to be completed.


HD Vest: Your Roadmap to Providing Personalized Financial Services


HD Vest 1040 Analyst Cover
In our more than 30-year history of helping tax professionals become successful financial advisors, we have learned a thing or two about the unique advantages our Tax Professional Advisors bring to the table, and how they can be leveraged to help your clients pursue financial freedom and seize valuable opportunities. For Advisors without a tax practice, through our innovation, you too can leverage the 1040 Advantage.

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Reinvent Yourself: How do I become an HD Vest Advisor?

HD Vest Reinvent Yourself CoverFor more than 30 years, we’ve remained steadfast in our mission to give every American the opportunity to have access to a skilled financial professional to help plan for their retirement.

We believe that tax professionals offer one of the most appropriate business models to naturally extend their services to offer financial products. Your knowledge of your clients’ finances, coupled with your trusted relationships, places you in a unique position to not only do what’s right for your clients, but also grow the revenue your firm generates. We execute our mission on a daily basis by assigning a dedicated staff liaison to support, train and guide highly ethical tax professionals to become HD Vest Advisors.

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Launching a Financial Services Practice

Are you still listening to conventional wisdom?

Are You Still Listening To Conventional Wisdom Infographic

Don’t wait any longer to cross-sell financial services to your tax clients

Conventional wisdom says to roll out financial
services slowly. Instead, resist the urge to spend more time strengthening client relationships before pitching them financial services. Accounting firms with the largest percentage of financial services clients do not delay in cross-selling to them.

 Starting a financial planning practice for accountants


Special Report: Fund Accounting and the Future of NFP Management

Fund Accounting Special ReportNot-For-Profit organizations are usually defined in terms of what they are not - profit-making -- with less attention paid to what they are and how they are evolving in the 21st Century. Yet the role of the NFP as a cornerstone of culture is changing, and will pose unique challenges to managers at every level of the organization in the decades ahead.

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This special report is produced by our sister property, Nonprofit Technology News.


SaaS Special Report: Finding Success in the Cloud

Saas Special Report: Finding Success in the Cloud

People are doing more with cloud computing than just talking about it. With Internet-based applications becoming more widely accepted, cloud applications are rapidly becoming must-have office products and not just the latest technology hot topic.

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Special Report: A New Era in Practice Management

Accounting Practice Management Special Report Sponsored by Office Tools ProfessionalPractice management is a bread-and-butter application for the tax and accounting professional. It's time and billing element is what is needed to get the bill to the client for all those hours worked, while the data collected has potential for learning more about their needs and providing services. With links to portals and mobile devices development, this veteran breed of software appears ready to undergo a major change.

Sponsored by:

Office Tools Professional

Download this Special Report here.


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