Structuring client meetings for success

02/03/2020 27 min Episodio 10
Structuring client meetings for success

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Episode Synopsis

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 service your CPA firm offers How long your meetings should be and how frequently you should hold meetings  Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - [email protected]