CPA’s are considered to be clients most “trusted advisor” and I would have to agree with that. Within our core services we work as strategic partners that assist to provide solutions to complex problems by integrating knowledge, expertise and resources from multiple disciplines.
When dealing with clients we tend to discuss a wide range of topics those relevant to their business as well as those that affect their personal lives. Upon an unexpected early death of a couple of clients I have been give certain instructions. The clients feel that I can address certain issues better under those circumstances to alleviate the families of certain burdens.
Even for individual clients, I recognize that it is difficult for certain individuals to share their most personal information. But once they do, we delve into their whole financial life and they are relieved to know that they have a partner to work through any issues they come up against.
We as a firm and CPA’s as an industry must continue to evolve as strategic partners for our clients.