Silicon Valley San Jose Chapter

chapter news

Providing Clients With the Best—Not All—Services

September 30, 2008

By David F. Veyna, CPA

15_pres_sm.jpgFrom the inception of our two-partner practice, my partner and I determined that we could not be a jack-of-all-trades. There were certain things we were not proficient at performing. Therefore, if the need for these services came up for our clients, we agreed that in their best interest, we would refer them elsewhere. Financial planning is one of those services.

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From technical committees to discussion groups , the Silicon Valley San Jose Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.

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Stephanie Stewart , Program Associate
(408) 983-1122
Vince Chin , Program Director
(916) 551-2963
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