Accounting, Math, Strategic Planning and Tax Planning

Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

NOVEMBER 29, 2022

And so, finding the right person…and I’m happy to say so far, I think he has been a fantastic fit for our team and will really be able to help us grow and add that strategic planning component to the practice. So, his role in what I wanted to bring him on was somebody to have a component of strategic planning involved.

Leverage

Leverage Planning Concentration Tax Planning

Outsourcing Lead Generation To Accelerate Growth

CFO News Room

FEBRUARY 2, 2022

So, I don’t have to have this great call and then at the end of it, tell someone, “Yeah, that all sounds great and if you want that, you move all your accounts over and that’s the only way we’ll work with you. ” And that stuff obviously is extremely helpful going into those phone calls.

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Leveraging Structured Notes To Differentiate A Solo Practice

Outsourcing Lead Generation To Accelerate Growth

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