Saturday, September 22, 2018

Planning Is a Key Advisory Service-Keep It...

Like a map that shows how to get from point A to B, a financial forecast will reveal which business decisions to make to reach the desired goals. It’s used to manage the business, and is the centerpiece of your advisory relationship.

Planning Is a Key Advisory Service-Keep It...

Getting to know your clients-asking the right questions and understanding their personal motivations-is key to client advisory and offering solid business advice.
accountantvip

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