An Accountant You Can Rely On
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Trust Worthy
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Experienced
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Professional
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What we Do
We Cover an Array of Individual & Corporates Accounting Services
Individual & Corporate Taxes
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Financial Planning
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Audit Defense & Services
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Get Started
Don’t Let the Complexities of Your Financials Burden You Any Longer
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About Us
At Divi Accountants, No Client is Too Big or Small
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Join Us
Our Clients Are Like Family
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Accounting Resources & Articles
The Big Three
With our annual DCIO Forum approaching in late February, we are now about halfway through our interview process. There are a whole host of interesting topics being raised from increasingly intertwined economics with recordkeepers to driving sales teams to use of AI.
Modernizing the RM Function
Last week, we hosted our Relationship Management Executive Council meeting in Philadelphia (thanks, Transamerica, for hosting!) where the theme was “modernizing” the RM function. The world of relationship management is changing fast. Revenue pressure means that RMs are being asked to sell as well as serve. AI offers opportunity for significant productivity increases. The intermediary landscape continues to consolidate. And, new plan structures (i.e., PEPs) require a rethink of what it means to manage a relationship.
Investing in Partnership
Six years ago, in our 2019 DCIO meeting, the news that Empower intended to launch a partner program led to our first heated debate about the cost of establishing partnerships between recordkeepers and DCIOs. This program was a substantial enough investment that many firms had to go through new levels of sign-off and provide a business case to justify the new line item in their budget.
Contact Us
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