Detail Winning Over Mrs. Fisher   Oleh:  Curtis, Carol E. Jenis: Article from Bulletin/Magazine Dalam koleksi: Journal of Accountancy vol. 188 no. 1 (Jul. 1999), page 26-34. Topik: winning teams; winning over Ketersediaan Perpustakaan Pusat (Semanggi) Nomor Panggil: JJ85.9 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada     Lihat Detail Induk Isi artikel Betty Fisher is a wealthy divorcee in a Connecticut suburb who received a large settlement when her marriage of 30 years ended. Besides a block of stock in her husband’s business worth over $6 million, she was awarded monthly alimony of $25,000. When the settlement was reached, Mrs. Fisher (not her real name) had three professionals to help manage her money : an accountant who did her taxes, an investment manager who made decisions about her portfolio and a financial consultant at Merrill Lynch who executed the trades and sometimes answered questions. Mrs. Fisher doesn’t like the fact that each of these professionals needs access to her personal financial records. She also dislikes the time it takes to deal with each one separately. “At this stage of my life, I want to free up my time for other things.” Mrs. Fisher currently is looking for a single person who can handle all her financial affairs. The trusted professional who gets the job - whether it be a CPA, financial planner or a combination - holds the key to the future of financial services. That’s because clients like Mrs. Fisher, along with business owners and other high - net - worth investors, are making it clear they want a single source for most of their financial needs. And the financial services industry - be it through banks, insurance companies, broker – dealers, financial advisers or accountants - is transforming itself to provide it. Did we say CPA s ? “The paradigm shift has occurred ; the consumer is asking for one - stop shopping,” declares Barry Melancon, the president and CEO of the AICPA. As a result, Melancon argues that financial services firms, including accountants, must position themselves to provide a wider array of services. He sees this as the main driver of consolidation, which has literally taken the accounting profession by storm. Opini Anda Klik untuk menuliskan opini Anda tentang koleksi ini! Kembali

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