Read a selection from the manual and view video highlights from our last Workshop.

View video highlights from our last Workshop: You must have the Windows Media Player or Real Player plug-in to view the video. Download Windows Media Player
or Download Real Player.


Keep listening to your clients – they will tell you where your opportunities are.


Should you continue to take on new assignments from a difficult client? Yes – Bill Reeb explains why.


Make sure all of your client’s concerns are heard, particularly on sensitive issues like family financial planning.


Read an excerpt from
the Workshop manual —
"Using the General Contractor Model".
(PDF download)

 

    











Workshops presented in conjunction with State CPA Societies.