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How to talk with your clients about financial advisory services

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Member Admin
Topic starter
 

Many accountants, bookkeepers, and other financial professionals want to do more than just send their clients a monthly profit and loss statement and balance sheet.  If you want a document explaining how to talk with your clients about financial advisory services: 

https://keap.page/rk139/how-to-talk-about-financial-analysis.html


This topic was modified 6 months ago 2 times by Financially Fit
 
Posted : 09/07/2025 3:35 pm