While the advisor and accountant might seem like an odd couple, there are synergies to be had
At first blush, accountants and financial advisors appear to make strange bedfellows. The former are often perceived to be more analytical and the latter, more entrepreneurial. These perceptions aside, many medium to large accounting firms have taken steps to establish or greatly expand their financial services practices primarily to:
• Deliver more robust service offerings to their clients;
• Become more profitable as a firm;
• Diversify their traditional accounting practice; and
• Counter the competition that is providing financial services to their clients
