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
RM Leaders Wrestle with Revenue Role
We’ve kicked off our interviews for our winter relationship management research and event, and so far, the most consistent topic has been how to balance relationship management’s role in plan retention and service with new mandates to generate additional revenue. The backstory is familiar: recordkeeping fees have been under pressure for years, leaving firms in a constant search for new revenue sources.
The Sandwich Generation of Advisors
Last month, we held our Next Gen Advisor Forum with a group of advisors eager to have a bigger—and different—voice in the industry than the generation that built their practices before them. We spent a lot of time talking about succession planning and the challenge of managing that transition.
Recordkeepers Find It Harder to “Unseat the Incumbent”
We are in the middle of preparing for our October 28-29 Sales Forum in Kansas City and a clear theme is emerging across both the large- and small-market interviews: unseating incumbent recordkeepers is getting harder. Most report that RFP and proposal activity remain at typical levels, but sponsors are increasingly giving existing providers time to fix service issues or improve the terms of their service agreements rather than making a change.
Contact Us
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