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120 ⎸ [STRATEGY] Events, Team Training, & Automations with Becky Hesson

Oct 17, 2023

This week we’re airing another 1-1 strategy session with one of my students, Becky Hesson, founder of ANJUDI3!

In this episode you’ll hear:
  • hiring and team training strategies
  • efficient strategies for email marketing
  • tips on managing...
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95 ⎸ [STRATEGY] How to Handle Prior Year Cleanup Issues

Apr 25, 2023

Listen to an on-air strategy session with one of my students!

In this episode you’ll hear:
  • How to handle 10k of prior year transactions on a cleanup when the client has already filed those taxes
  • How to have a conversation with a client...
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