Using Detailed Meeting Checklists to Drive Referral Growth
CFO News Room
NOVEMBER 22, 2022
And really, the adversity and the problem solving is something I really…I don’t shy away from. And so, a lot of our processes now are more of a CFO’s perspective, where we’re reporting to clients when they want to be reported to. All of the tax planning, and all of the behind-the-scenes work.
130 
Let's personalize your content