MSM Advisors is proud to announce we have earned the Client Accounting Advisory Service Certificate from the American Institute of CPA (AICPA).

We are always looking for ways to expand our client accounting advisory services to better meet the needs of our clients. The Client Accounting Advisory Service Certificate was one way to develop our staff’s abilities and ensure they have the skills they need to deliver high-quality service to our clients.

This certification strengthened our competencies in:

• Workflow analysis and design
• Effective consultative client interactions
• How to stay abreast of emerging technologies
• Successfully onboarding clients
• Performing impactful client assessments

It is always MSM Advisors’ goal to strengthen our service offerings and our commitment to excellence.

With this training, we can continue to focus on the qualitative strategies, vision, and momentum instead of just the quantitative in the client accounting advisory services. Our firm partners and team are now even more equipped to take client advisory services to the next level.

The American Institute of CPAs is the world’s largest member association representing the accounting profession. Their history of serving the public interest stretches back to 1887. Today, their 429,000+ members in 122 countries and territories represent many areas of practice, including business and industry, public practice, government, education and consulting.

The promise of value at MSM Advisors is more than just an assurance of quality.

We believe that a well-balanced, well-managed financial plan is essential for a less stressful lifestyle. With your finances under control, you can give things like enjoying your family and growing your business the time they deserve. We’ve also been at accounting and financial planning for over 20 years, and it’s something that, even after all that time, we’re still incredibly passionate about. Most of all, we love having the opportunity to pass our skills and experience onto our clients.

Commitment to Service Excellence

Please contact MSM Advisors to schedule a complimentary consultation or call us at 678-804-5530 so we can put our passion and expertise to work for you.