Tax & Financial Planning Accountants (CPA Firms):
Highlights of their Models for Entering the Financial Planning & Investment Management Business
Recently Released!!!
Date Published: November 30, 2023
Summary PowerPoint Deck: 33 Slides
Reference PowerPoint Deck: 211 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the Certified Public Accountants (CPAs) market (along with the related Enrolled Agents or EAs market) and their strategies for entering the financial planning & investment management business. CPAs, EAs, & other tax professionals have been flirting with the financial planning & investment management business for nearly two decades. They have been pushed by the unfavorable press of the auditing & assurance business, declining economics of the tax business, and pulled by the economic possibilities of serving the financial planning & investment management needs of their existing client bases. This research is part of Tiburon's broader coverage of tax & financial planning, and its even broader coverage of CPA Firms.
This research defines the market growth & leaders in the tax & financial planning business.
This research defines tax & financial planning accountants, including:
Date Published: November 30, 2023
Summary PowerPoint Deck: 33 Slides
Reference PowerPoint Deck: 211 Slides
The purpose of this research is to provide readers with a comprehensive understanding of the Certified Public Accountants (CPAs) market (along with the related Enrolled Agents or EAs market) and their strategies for entering the financial planning & investment management business. CPAs, EAs, & other tax professionals have been flirting with the financial planning & investment management business for nearly two decades. They have been pushed by the unfavorable press of the auditing & assurance business, declining economics of the tax business, and pulled by the economic possibilities of serving the financial planning & investment management needs of their existing client bases. This research is part of Tiburon's broader coverage of tax & financial planning, and its even broader coverage of CPA Firms.
This research defines the market growth & leaders in the tax & financial planning business.
This research defines tax & financial planning accountants, including:
- Tax Accountants
- Financial Planning
And this research makes several future predictions for tax & financial planning accountants, including:
- Challenges From Online Tax Preparation Services
- Moderate Growth in Tax & Financial Planning Business
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
