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Realize Meetup - Courtship, Engagement & Marriage - The truth comes out.

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Swiping Right - Client Courtship, Engagement & Marriage

A six-part series, in Jason Staats’s Realize Community, on building a streamlined, kick-ass engagement process.

This month we are finding out their true story.

The hows and whys of a great file review.

Join me for a monthly masterclass on the lifecycle of a client engagement. From discovery & booking, clear through to re-engagement (and dis-engagement), learn what dating a client looks like in 2023 in a series I’ve developed just for Realize.

Throughout the masterclass series, we will cover crafting your ideal client profile, the discovery process, file review & quoting, information gathering, contracting, tech implementation and education.

This is a Realize Community event series. You must be a member to participate.

I highly recommend you join Jason Staats's amazing group - you will love it there!

 

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March 23

The Dynamic Duo of Financial Cents and Dext - How to Set up Systems and Processes for Your Virtual Firm

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May 8

Universal Accounting GrowCon 2023