Accessibility Statement Skip Navigation
  • Why PRWeb
  • How It Works
  • Who Uses It
  • Pricing
  • Login
  • GDPR
  • Create a Free Account
Return to PRWeb homepage
  • News
  • Resources
  • Contact
When typing in this field, a list of search results will appear and be automatically updated as you type.

Searching for your content...

No results found. Please change your search terms and try again.
  • News in Focus
      • Browse News Releases

      • All News Releases
      • Multimedia Gallery

      • All Multimedia
      • All Photos
      • All Videos
  • Business & Money
      • Auto & Transportation

      • Aerospace, Defense
      • Air Freight
      • Airlines & Aviation
      • Automotive
      • Maritime & Shipbuilding
      • Railroads and Intermodal Transportation
      • Supply Chain/Logistics
      • Transportation, Trucking & Railroad
      • Travel
      • Trucking and Road Transportation
      • View All Auto & Transportation

      • Business Technology

      • Blockchain
      • Broadcast Tech
      • Computer & Electronics
      • Computer Hardware
      • Computer Software
      • Data Analytics
      • Electronic Commerce
      • Electronic Components
      • Electronic Design Automation
      • Financial Technology
      • High Tech Security
      • Internet Technology
      • Nanotechnology
      • Networks
      • Peripherals
      • Semiconductors
      • View All Business Technology

      • Entertain­ment & Media

      • Advertising
      • Art
      • Books
      • Entertainment
      • Film and Motion Picture
      • Magazines
      • Music
      • Publishing & Information Services
      • Radio & Podcast
      • Television
      • View All Entertain­ment & Media

      • Financial Services & Investing

      • Accounting News & Issues
      • Acquisitions, Mergers and Takeovers
      • Banking & Financial Services
      • Bankruptcy
      • Bond & Stock Ratings
      • Conference Call Announcements
      • Contracts
      • Cryptocurrency
      • Dividends
      • Earnings
      • Earnings Forecasts & Projections
      • Financing Agreements
      • Insurance
      • Investments Opinions
      • Joint Ventures
      • Mutual Funds
      • Private Placement
      • Real Estate
      • Restructuring & Recapitalization
      • Sales Reports
      • Shareholder Activism
      • Shareholder Meetings
      • Stock Offering
      • Stock Split
      • Venture Capital
      • View All Financial Services & Investing

      • General Business

      • Awards
      • Commercial Real Estate
      • Corporate Expansion
      • Earnings
      • Environmental, Social and Governance (ESG)
      • Human Resource & Workforce Management
      • Licensing
      • New Products & Services
      • Obituaries
      • Outsourcing Businesses
      • Overseas Real Estate (non-US)
      • Personnel Announcements
      • Real Estate Transactions
      • Residential Real Estate
      • Small Business Services
      • Socially Responsible Investing
      • Surveys, Polls and Research
      • Trade Show News
      • View All General Business

  • Science & Tech
      • Consumer Technology

      • Artificial Intelligence
      • Blockchain
      • Cloud Computing/Internet of Things
      • Computer Electronics
      • Computer Hardware
      • Computer Software
      • Consumer Electronics
      • Cryptocurrency
      • Data Analytics
      • Electronic Commerce
      • Electronic Gaming
      • Financial Technology
      • Mobile Entertainment
      • Multimedia & Internet
      • Peripherals
      • Social Media
      • STEM (Science, Tech, Engineering, Math)
      • Supply Chain/Logistics
      • Wireless Communications
      • View All Consumer Technology

      • Energy & Natural Resources

      • Alternative Energies
      • Chemical
      • Electrical Utilities
      • Gas
      • General Manufacturing
      • Mining
      • Mining & Metals
      • Oil & Energy
      • Oil and Gas Discoveries
      • Utilities
      • Water Utilities
      • View All Energy & Natural Resources

      • Environ­ment

      • Conservation & Recycling
      • Environmental Issues
      • Environmental Policy
      • Environmental Products & Services
      • Green Technology
      • Natural Disasters
      • View All Environ­ment

      • Heavy Industry & Manufacturing

      • Aerospace & Defense
      • Agriculture
      • Chemical
      • Construction & Building
      • General Manufacturing
      • HVAC (Heating, Ventilation and Air-Conditioning)
      • Machinery
      • Machine Tools, Metalworking and Metallurgy
      • Mining
      • Mining & Metals
      • Paper, Forest Products & Containers
      • Precious Metals
      • Textiles
      • Tobacco
      • View All Heavy Industry & Manufacturing

      • Telecomm­unications

      • Carriers and Services
      • Mobile Entertainment
      • Networks
      • Peripherals
      • Telecommunications Equipment
      • Telecommunications Industry
      • VoIP (Voice over Internet Protocol)
      • Wireless Communications
      • View All Telecomm­unications

  • Lifestyle & Health
      • Consumer Products & Retail

      • Animals & Pets
      • Beers, Wines and Spirits
      • Beverages
      • Bridal Services
      • Cannabis
      • Cosmetics and Personal Care
      • Fashion
      • Food & Beverages
      • Furniture and Furnishings
      • Home Improvement
      • Household, Consumer & Cosmetics
      • Household Products
      • Jewelry
      • Non-Alcoholic Beverages
      • Office Products
      • Organic Food
      • Product Recalls
      • Restaurants
      • Retail
      • Supermarkets
      • Toys
      • View All Consumer Products & Retail

      • Entertain­ment & Media

      • Advertising
      • Art
      • Books
      • Entertainment
      • Film and Motion Picture
      • Magazines
      • Music
      • Publishing & Information Services
      • Radio & Podcast
      • Television
      • View All Entertain­ment & Media

      • Health

      • Biometrics
      • Biotechnology
      • Clinical Trials & Medical Discoveries
      • Dentistry
      • FDA Approval
      • Fitness/Wellness
      • Health Care & Hospitals
      • Health Insurance
      • Infection Control
      • International Medical Approval
      • Medical Equipment
      • Medical Pharmaceuticals
      • Mental Health
      • Pharmaceuticals
      • Supplementary Medicine
      • View All Health

      • Sports

      • General Sports
      • Outdoors, Camping & Hiking
      • Sporting Events
      • Sports Equipment & Accessories
      • View All Sports

      • Travel

      • Amusement Parks and Tourist Attractions
      • Gambling & Casinos
      • Hotels and Resorts
      • Leisure & Tourism
      • Outdoors, Camping & Hiking
      • Passenger Aviation
      • Travel Industry
      • View All Travel

  • Policy & Public Interest
      • Policy & Public Interest

      • Advocacy Group Opinion
      • Animal Welfare
      • Congressional & Presidential Campaigns
      • Corporate Social Responsibility
      • Domestic Policy
      • Economic News, Trends, Analysis
      • Education
      • Environmental
      • European Government
      • FDA Approval
      • Federal and State Legislation
      • Federal Executive Branch & Agency
      • Foreign Policy & International Affairs
      • Homeland Security
      • Labor & Union
      • Legal Issues
      • Natural Disasters
      • Not For Profit
      • Patent Law
      • Public Safety
      • Trade Policy
      • U.S. State Policy
      • View All Policy & Public Interest

  • People & Culture
      • People & Culture

      • Aboriginal, First Nations & Native American
      • African American
      • Asian American
      • Children
      • Diversity, Equity & Inclusion
      • Hispanic
      • Lesbian, Gay & Bisexual
      • Men's Interest
      • People with Disabilities
      • Religion
      • Senior Citizens
      • Veterans
      • Women
      • View All People & Culture

  • Hamburger menu
  • Cision PRWeb provides efficient communication tools to continuously engage with target audiences across multiple online channels
  • Create a Free Account
    • ALL CONTACT INFO
    • Contact Us


      11AM ET Sunday – 8PM ET Friday

  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR
  • News in Focus
    • Browse All News
    • Multimedia Gallery
  • Business & Money
    • Auto & Transportation
    • Business Technology
    • Entertain­ment & Media
    • Financial Services & Investing
    • General Business
  • Science & Tech
    • Consumer Technology
    • Energy & Natural Resources
    • Environ­ment
    • Heavy Industry & Manufacturing
    • Telecomm­unications
  • Lifestyle & Health
    • Consumer Products & Retail
    • Entertain­ment & Media
    • Health
    • Sports
    • Travel
  • Policy & Public Interest
  • People & Culture
    • People & Culture
  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR
  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR
  • Send a Release
  • Sign up
  • Log in
  • Resources
  • RSS
  • GDPR

Grow Your Accounting Firm in New York: PuZLink, LLC to Outline Strategies for Accountants to Expand Their Businesses at Annual CPA Symposium
  • USA - English


News provided by

Media Relations

Sep 15, 2014, 03:00 ET

Share this article

Share toX

Share this article

Share toX

Grow Your Accounting Firm In New York | CPA Symposium
Grow Your Accounting Firm In New York | CPA Symposium

(PRWEB) September 15, 2014 -- Certified public accountants know that to grow your accounting firm in New York requires developing alternative sources of revenue that will build your business and better serve your clients.

If the client public is to be served appropriately by their trusted advisors, it’s imperative that a spirit of collaboration be established within the financial services professions.

Post this

Conventional sources of revenue for the accounting industry, generally resulting from tax and accounting practices, have been gradually eroding, largely due to the availability of new technology and software. Coupled with the effects of the economic downturn in recent years and, at best, a stuttering recovery, revenue growth for accounting firms is not projected to rebound significantly for the remainder of this decade. Faced with that reality, accounting professionals have no choice but to develop new sources of income that will provide growth and strengthen their businesses for the future.

PuZLink, LLC, a New York-based business development firm, has introduced an annual CPA Symposium that is designed to provide sponsored accountants with business referrals within the New York metropolitan area. The goal of the conference is to provide accountants with the resources needed to generate growth, differentiate themselves from their competitors, and develop strategic partnerships with financial services firms. While accountants and financial advisors realize that working together is beneficial for their clients, establishing relationships between the two industries has been a challenge.

“If you’re a CPA trying to grow your accounting firm in New York, you already understand the potential benefit of the comprehensive financial services available through an advisor,” said David Capo, CEO of PuZLink, LLC. “At the same time, trying to sort through the numerous solicitations from financial firms can be overwhelming and counter-productive.

“Our approach with the symposium is to bring the two industries together to develop strategic partnerships that provide even greater benefits for their clients,” he said. “If the client public is to be served appropriately by their trusted advisors, it’s imperative that a spirit of collaboration be established within the financial services professions.”

The CPA Symposium is a selective, invitation-only conference, and is scholarship-based. Accountant attendees must qualify and be nominated by a financial advisor or financial advisory firm. Participants will be provided with resources designed to help grow their practices while learning how to strengthen their services by partnering with a qualified financial advisor. Planning details for dates, times and the location of the annual conference will be shared on the CPA Symposium website, http://www.cpasymposium.com

The primary sponsor for the Symposium, PuZLink, LLC, has worked with and built a variety of forward-thinking companies, including financial services entities, and has extensive experience with accountants and financial advisors. This background gives PuZLink an intimate knowledge of the financial professions. It is based on that experience that the firm decided to offer an annual conference to help strengthen the industry, by encouraging accountants and financial advisors to work more closely together, and doing so from a unique perspective.

According to Capo, a true partnership between the two industries has often been difficult to accomplish. PuZLink recognized an opportunity to help create common ground by establishing a forum through which financial advisors and accountants could meet and establish productive working relationships.

The goal of the CPA Symposium is to introduce both groups to resources that can be mutually beneficial, without infringing on the services that they each typically perform for their clients or the reputation that is at stake for each. The result is that client interests are better served, while accountants and financial advisors work together to strengthen their respective firms.

Both the accounting and financial services professions have been affected by the technological advancements of the past decade. The client public has more options available to them than ever before, particularly with the abundance of websites designed to cater to the modern demand for speed and convenience. However, there is no substitute for the personal, professional counsel that CPAs and qualified financial advisors offer. The CPA Symposium is designed to bring both industries together to consolidate the services they offer and provide an unsurpassed level of benefits to their clients.

About PuZLink

PuZLink, LLC is a business development firm that builds companies and serves as a referral resource for growth-oriented businesses. More information is available online at http://www.PuZLink.com.

Media Relations:
Tom Delamater
PuZLink, LLC
(330) 437-5975

Tom Delamater, Media Relations, +1 330-437-5975, [email protected]

Modal title

Grow Your Accounting Firm In New York | CPA Symposium
View PDF
Grow Your Accounting Firm In New York | CPA Symposium
Grow Your Accounting Firm In New York | CPA Symposium

Contact PRWeb

  • 11AM ET Sunday – 8PM ET Friday
  • Contact Us

About PRWeb

  • About PRWeb
  • Partners
  • Partnership Programs
  • Editorial Guidelines
  • Resources

Why PRWeb

  • Why PRWeb
  • How It Works
  • Who Uses It
  • Pricing

Accounts

  • Create a Free Account
  • Log in
  • Contact Us

Do not sell or share my personal information:

  • Submit via [email protected] 
  • Call Privacy toll-free: 877-297-8921

Contact Cision

Products

About

My Services
  • All News Releases
  • Online Member Center
  • ProfNet
Cision Distribution Helpline
888-776-0942
  • Legal
  • Site Map
  • RSS
  • Cookie Settings
Copyright © 2025 Cision US Inc.