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Develop the right mindset to guide and advise clients on their future plans.
In this guide you'll learn
Why accurate scope prediction isn't the job one a single person
Why agreeing on a path forward will set you and your client up for success
That it's okay to adjust and redefine the scope of your advisory services
How to communicate the scope of work in a visual way to boost understanding
Preview what's inside
Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. Thriveal has helped many small firms grow by providing a community, coaching services, webinars, firm consulting, monthly growth groups, and live events. Jason has also been the CEO and Visionary of his own firm for the past 20 years – BlumerCPAs.com
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