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Why Did We Start the CPA Investment Network?
No one else seemed to offer what we had in mind - a total back-office solution that allowed us, as accountants, to give financial advice without monopolizing our time. The responsibilities involved in running a Registered Investment Advisory firm are too great for a professional accountant with a full work load. We wondered why no one was offering CPAs an easy, cost-effective way to provide sound, honest financial advice to clients and we decided to fill this obvious need.
We've been in your shoes.
Having been in practice ourselves, we know that
most accounting clients would prefer to get their investment advice
from a CPA. People trust their CPAs. We feel
that accountants should be capable of offering the best investment
advice possible, without the impossibility
of dedicating hundreds or thousands of hours a year to
compliance, regulation, and reporting.
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