<p>Avoid missed work and unhappy clients with a client overview template. Discover how this can help you systematize your firm.</p>

Avoid missed work and unhappy clients with a client overview template. Discover how this can help you systematize your firm.

The Client Overview Template: The Key to Smooth Knowledge Transfers

An actionable podcast designed for accounting firm owners and partners. Each episode provides listeners with one-quick actionable lesson or takeaway that will help them scale a systematic firm that improves their lifestyle.

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The Client Overview Template: The Key to Smooth Knowledge Transfers

The Client Overview Template: The Key to Smooth Knowledge Transfers

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