Choosing an Online B-to-B Site


Selecting an investment adviser who will represent your firm
in a professional manner and provide your clients with
the level of service you give them is critical. Use the following
questionnaire to help interview and evaluate prospective
advisers or an investment advisory firm.

Source: Phyllis Bernstein, director of the AICPA personal financial planning division. The views expressed are not an official position of the AICPA.

SPONSORED QUIZ

How well do you know small business?

There are over 30 million small businesses in the U.S., and many of them are optimistic in their outlook. Are you familiar with the obstacles and opportunities they are facing? Test your small business acumen with this quiz sponsored by Chase Ink®.

SPONSORED REPORT

In focus: Payroll

Providing payroll services that comply with ever-changing regulations and meet evolving employee and employer demands is no easy task. Paychex's Tom Hammond discusses common payroll considerations for CPA firms.