Quote
“You don’t need a silver bullet every time you meet with your client” - Jamie Nau
The finer details of this episode
- How to prepare yourself and your client for your meetings
- How Summit CPA has done this in the past and how we do it now
- The core meetings that you need to have with your client
- Conversations that are important to have in your meetings
- How to decide and communicate who should be in each meeting
- What the meetings look like for each service your CPA firm offers
- How long your meetings should be and how frequently you should hold meetings
Episode resources
