What You Need To Know About Annual Planning

The finer details of this episode:Starting a conversation with clients about annual planning and the benefit of using it as a benchmark for the next calendar yearSetting a cadence and schedule for customizing a strategize plan for the clientWhat the annual planning process is and tools that can be implemented to create itThe importance of aligning your client's financial goals and their business goalsEpisode resources:Summit CPA website –www.summitcpa.netEmail us with questions – cpa@summitcpa.net