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Topics

  • How to effectively learn the ins and outs of your client’s business

    How to organize client financial data

Session Recordings

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to support you along the way

Recommended Reading

  • Attracting Perfect Customers

    The Power of Strategic Synchronicity; by Stacey Hall & Jan Brogniez

    Read It

  • The e-Myth Revisited

    Why Most Small Business Don’t Work And What To Do About It ; by Michael Gerber

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  • The Go-Giver

    A Little Story About a Powerful Business Idea ; by Bob Burg and John David Mann

    Read It

  • Lingo

    Discover Your Ideal Customer’s Secret Language and Make Your Business Irresistible ; by Jeffrey Shaw

    read it

  • NonProfit Internal Audit Workbook

    A Step-by-Step guide for examining nonprofit financial records

    Designed for use by small to medium-sized organizations

    Read it

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