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Oct 30, 2017

Budgeting: What Is It Really?

Most of us have a general understanding of the concept of budgeting. But is budgeting different for CPAs who provide personal financial planning services to clients? It could be, and Marsha Rubin, CPA, CFP, who is a financial adviser with Wharton Investment Consultants, explains her process and how it could be beneficial for CPAs working in this space. 

If you’d like, you can download this episode’s audio file. Additionally, you can follow us on iTunes, Google Play, or subscribe to our RSS feed.

By: Jim DeLuccia, PICPA Communications Manager

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