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Quarterly Planning Event Template
January 27 @ 8:00 am - 5:00 pm
Your Invitation
Live Quarterly Planning Session
I’m spending 60 minutes with a small group of bookkeepers, going deep into the 3 critical drivers that make running your practice easier and more profitable.
During the session I’ll be sharing the complete system that I go through with clients to address the above. Instead of it taking months to deal with, you’ll build a complete plan in 1 hour.
Three Outcomes:
- Solutions for your burning issues
- Compare how others are solving it
- Complete a plan to get it fixed in 90 days
Why this is relevant in 2024…
Staff are dealing with the cost-of-living crisis
so there’s more pressure than ever on us to pay them more
We’re busier than we’ve ever been
so in theory we should be making more money so where is it
Costs are rising all the time so margins are tight
and there’s a limit to how much customers will pay
Your Host
Meet Coach
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