Identifying trends accountants to financial advisor

Reference no: EM133661689

Question: Briefly respond to this response, "I chose financial advisor and accountants because they have similar areas they work on and financial provides guidance on financial planning for businesses or people where accountants can get support from financial advisors and getting accurate or up to date records. They both can assist in understanding financial goals or risk tolerances. Financial advisor to Accountants: Managing advisors provide guidance on running budgets and leading to goals, Help on investments and retirement planning, Understand financial goals and preferences, Investment management and identifying trends Accountants to Financial advisor: Help or guide in tracking expenses, Provide accurate financial records, Track expenses and financial transactions "

Reference no: EM133661689

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