Creating a concrete vision is the anchor point of any strategic plan. It provides clarity to what you would ultimately like to achieve and gives direction to where you are heading as a company. At the end of 2021, we promised you that we would be sharing our visions for 2022 in the new year. So, in this episode, we will be verbalizing our plans and ideas for the coming 12 months.
Listen in as we explain why we want to bring a CPA into our practice in order to improve our tax planning advice and efforts. You will learn how we will make our clients’ experience even better, how we plan to make our content more digestible so that our clients can truly understand their financial decisions, and our goals for this podcast.
