The key points discussed in the meeting will be listed below: Organized Financial Records: Essential for audits and tax purposes; use a simple filing system for statements, reports, receivables, payables, and receipts. Monthly Accounting Process: Print/upload reports (P&L, balance sheet, cash flows) by the 10th; accountant reconciles and adjusts by the 25th. Credit Card Processing: Optimize costs by reviewing statements with a local provider; avoid sharing financial info with unknown companies. Content Creation for Marketing: Consistent daily social media posting and authentic, valuable videos/lives build an audience and potential speaking engagements. Next Steps: Implement a filing system, review credit card processing, record workshops, and commit to daily social media posting using automation tools.

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