CHARLOTTE, N.C., Sept. 29, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that the firm’s advisors can now access Bookkeeping Services. LPL’s newest offering is designed to provide a high level of support by pairing an advisor with an industry-trained bookkeeper who understands their unique business needs.
“Up-to-date financials and accurate books are essential to making confident business decisions,” said Aneri Jambusaria, executive vice president, LPL Services Group. “We recognize the complexity of our advisors’ work and the time commitment required to maintain books with precision. Our new service is designed to save advisors time with accurate reporting conducted by a bookkeeper who is well versed in LPL and wealth management best practices.”
LPL’s Bookkeeping Services operates as an extension of the advisor’s practice, providing dedicated support to record and categorize financial data and utilize the advisor’s commission statements to provide up-to-date reporting. The service begins with onboarding, during which time processes are established to set the stage for long-term success.
“Whether needing to build financial reporting for the first time, transitioning bookkeeping responsibilities, or seeking inorganic business growth, we believe that LPL affiliated advisors at all stages of business can benefit from this service,” said Jambusaria.
Bookkeeping Services is the latest service from LPL, focused on enabling advisors to deliver great financial advice and run a thriving business. The launch of Bookkeeping Services follows the introduction of Paraplanning Services and the Private Client Services Network earlier this year.
Bookkeeping Services is now available to all LPL advisors and waived onboarding fee will be provided for a limited time.
