Structuring client meetings for success
The Modern CPA Success Show - A podcast by Summit Virtual CFO by Anders - Mondays
Quote “You don’t need a silver bullet every time you meet with your client” - Jamie Nau The finer details of this episode How to prepare yourself and your client for your meetings How Summit CPA has done this in the past and how we do it now The core meetings that you need to have with your client Conversations that are important to have in your meetings How to decide and communicate who should be in each meeting What the meetings look like for each...
