Automated Advisory Discovery for Accounting Firms (interVal)
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- čas přidán 24. 07. 2024
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Thank you for these great video, Jason. You give me some good thoughts about where my own practice would want to be directed toward. I'm a CPA & CFP, who is inspired to make more consulting work happen.
Office expense... 😅😅😅 lol! Love these videos.
great content.
It sounds like this would fit in perfectly to a virtual family office. Have you ever heard of that concept?
Yeah I know a good number of folks running firms that are basically family offices - and yes monitoring is going to be key there!
Does it work for Australia markets ?
Yeah I think it'd work the same either way?
I want to work as virtual accountant please guide me