This article from Accounting Today, written by John Napolitano, deals with some of the common mistakes that clients and planners often make. Napolitano points out how clients and planners tend to focus on the surface level and day-to-day inaccuracies instead of looking at the bigger picture. This article will address a few costly mistakes and asset errors that tend to go overlooked.
http://www.accountingtoday.com/news/financial-planning/in-financial-planning-everyones-human-74770-1.html?pg=1
Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn
Alison Garcia
Alison Garcia is the Head of Marketing for Qbox by CoralTree. She is the company’s QuickBooks Desktop expert and loves to share her tips and tricks through content creation. Alison holds a Bachelors in Business Marketing and a Masters in Business Management from California State University, Monterey Bay.
All Posts »