CPAs as Trusted Advisors: Helping Clients Through Disruptive Life Events

In the Press · August 19, 2013

When a client has a major, disruptive life event – good or
bad – the CPA’s role as trusted advisor is more important than ever. Whether
the client has hit the lottery, or whether he lost his business and all his savings,
he needs to rely on his trusted advisor to see him through the next phase
of his life. He needs his advisor to help him find the right team to help
him navigate the unchartered waters of his new life.

Click here to read Patricia’s complete article on CPA
Insider
, and all her recommendations for how the CPA as trusted advisor can
help guide clients through major life disruptions.