Brian's Schedule
Today we will look at our week of progress with ownr & revisit sending our first email :))
Instructions:
Email Editing Project
Agenda Category: Brian's Schedule
-Look at the weeks progress together
-Begin to plan next week
-Address uncertainties or concerns together
-Begin discussing a structured long-term communication system based on our patterns from this week, improving to fit our lifestyles better
-Schedule a planning draft TOGETHER for this improvement focus of our structure
Agenda Category: Brian's Schedule
Follow up verifying clients review of our data and their financial statements
-Adjust uncertainties or errors that we found
-Review the finalization procedures together before accountant review
Agenda Category: Brian's Schedule
Bradley's final review of our work before the pros review
Coaching Brian a little on the checklist for review of our basic continuing accounting education focus
Agenda Category: Brian's Schedule
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