User:Osis1ty/sandbox

History
The development of the Roche concept began in 1967. It marketed an accounting service patterned after a head office accounting department with a Controller on staff. It was well received by the market place. Clients ranged from individual tradesmen to manufacturing plants employing up to 100 people and covered the full range of business types.

Roche added income tax services in the early 1970s, and expanded further into financial planning as mutual fund dealers and insurance brokers in 1996. Roche designed its own unique financial planning software that is integrated with its tax software.

Services
Since designing the financial planning software and expanding into investments and insurance, which added professional financial planners to its team, Roche has been experimenting with, and developing, a totally integrated accounting and financial planning service. All professional financial planners are licensed, and are either CFPs or are enrolled in the program. They report to the Roche head office and they are assigned to work in specific franchised offices, operate under the Roche Financial Group umbrella and comply with the same policies and procedures as the professional accountant franchisees.

The background of Roche is unique in that it includes years of accounting and taxation knowledge and experience, and as well, years of experience in the field of investments, insurance and financial planning. Roche has tested various ways of doing it over the past 18 years and its business model has perfected the delivery of accounting and financial planning as one service through two professionals working for the same company.