Predicting an Unknown Future

Develop the right mindset to guide and advise clients on their future plans.
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Predicting an Unknown Future

Overview

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

Author

Jason Blumer

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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