Susan M. Tillery Authors Article in The GSCPA March/April 2023 Current Accounts Magazine

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), authors article, The Importance of Collaboration
 
ATLANTA - March 15, 2023 - PRLog -- Susan M. Tillery, CPA/PFS, AEP® (Distinguished), and President and CEO of Paraklete® Financial, Inc. (PFI) authored the article The Importance of Collaboration, published in The Georgia Society of CPAs March/April 2023 Current Accounts magazine.  The article states that a collaborative team produces a higher, more excellent level of service for the CPA's client.  Susan highlights the benefits of creating a collaborative team of advisors and emphasizes the benefits not only extend to the client, but to the CPA, and advisor team as well.

With the CPA's leadership and coordination of a team of professionals, the client experiences a team focused on what's best for them instead of what is best for each advisor personally. Additionally, the depth of knowledge across the disciplines offers the client the very best solutions, implementation and completion of goals; and ultimately peace of mind. Within the advisor team, cooperation and communication provide synergy for more effective productivity, increased learning, networking, and confidence and referrals.

The complete article is available at: https://www.gscpa.org/Content/Files/Pdfs/Current%20Accounts/CAMarchApril2023.pdf

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), is President & CEO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and President of Financial Planning Advocate, LLC, a provider of continuing education for CPA's, financial advisers, universities, and colleges.

Ms. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in graduate programs in accounting, business, and law. Additionally, Susan has co-authored The AICPA Personal Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) Body of Knowledge and successful completion, with related experience, permits participants to obtain the PFS Credential. She is a frequent speaker and author on topics relating to personal financial planning including, CPA's and Financial Planning, Virtual Family Offices, Collaboration, Planning and Tax Advisory Services, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving, and Stewardship. Susan is also a Board member for the Cobb Community Foundation. Susan and her family reside in Kennesaw, Georgia.

Please visit Tom and Susan's blog at https://fpadvocate.com/our-blog/

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Susan Tillery
***@parakletefinancial.com
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