Business leaders of many privately owned companies often face an overwhelming volume of accounting and financial data. This flood of information can obscure a clear understanding of their organization ...

The work of financial advisors and Certified Public Accountants often overlaps based on the client work they choose to do or what their employers request of them. However, they start out with ...

Navigating the decision between a career as a CPA and a financial advisor is pivotal for many in the finance sector. This choice is more than just a job—it’s about selecting a path that aligns with ...

Many financial advisers who make recommendations about how to invest for retirement would be subject to new ethical requirements under regulations recently proposed by the U.S. Department of Labor ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. A Personal Financial Specialist (PFS) is a certification for certified public accountants ...

Business accounting procedures provide essential information that supports professional decision-making. Management and financial accounting are two methods for tracking, recording and interpreting ...

With the exception of tax preparation, how do you determine when a certified public accountant (CPA) is needed versus a financial advisor for financial guidance? – Joyce In many cases, most people ...

Managing your finances, figuring out how to pay your taxes, and planning for the future can be confusing and sometimes frustrating. Luckily, there are a variety of financial professionals you can ...

With the exception of tax preparation, how do you determine when a certified public accountant (CPA) is needed versus a financial advisor for financial guidance? In many cases, most people would ...

There is a lot written about how financial planners get paid and how to avoid paying excessive fees, but not so much about CPAs. How do you know if you are being well represented or simply wasting ...