Why not create a financial services practice inside your CPA firm? Once upon a time, financial planner Billy Hemby had an idea. Why not offer financial planning and CPA services together? As he began to research the prospect of doing this, he discovered a powerful truth: Clients expressed more confidence in financial services offered through their CPA than other sources. This is largely due to accounting clients often considering their CPA as their most trusted advisor. The proven strategies offered in this book can help you successfully navigate your journey to developing a rewarding financial services offering for your CPA practice. This journey is not without