Focus: Working with CPAs

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1 reply, 2 voices Last updated by n d 4 years, 3 months ago
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    • June 9, 2020 at 3:01 pm #43984

      Bill Toujouse
      Participant
        @btoujouse@gmail.com

        I am now working with CPAs to assist them in providing more holistic and comprehensive planning to their business clients.

        How would I set up the slides in this regards?

        I am looking to work with more CPAs in helping them provide more planning options for their small business clients. So, how do I create my slides for this?

        Thanks,
        Bill

        @anthony-simonie-2

        @matt-barcus

        @negeen-dargahi

         

      • June 10, 2020 at 10:53 am #43986

        n d
        Keymaster
          @negeen@coredm.com

          Hey @bill-toujouse – that is a good question! Would you mind bringing that question to the live call tomorrow? I feel like it would be easier to answer in there.

          Thank you!

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