45 min

Onsite visit, in the trenches Strategy and the Virtual Controller

    • Management

We've got something special for you in this episode You might remember Rachel Siegel from a previous episode sharing how she has been building her firm. In this episode Penny and Rachel head into a firm that wants to better focus on their clients throughout the year rather than just tax season. Penny and Rachel really dig into the firm and it sounds like have some challenging conversations with both the owner and the the team. A big thank you to Kevin, Brian and Chuck for having us along for the ride and sharing your experience with Rachel and Penny.
To ask us any questions or share any feedback, please connect with us on LinkedIn or Twitter.
Penny Breslin - https://www.linkedin.com/in/penny-breslin-0228b81/ (LinkedIn) | @PennyB57
Damien Greathead - https://www.linkedin.com/in/damiengreathead/ (LinkedIn) | @Damien_GH

We've got something special for you in this episode You might remember Rachel Siegel from a previous episode sharing how she has been building her firm. In this episode Penny and Rachel head into a firm that wants to better focus on their clients throughout the year rather than just tax season. Penny and Rachel really dig into the firm and it sounds like have some challenging conversations with both the owner and the the team. A big thank you to Kevin, Brian and Chuck for having us along for the ride and sharing your experience with Rachel and Penny.
To ask us any questions or share any feedback, please connect with us on LinkedIn or Twitter.
Penny Breslin - https://www.linkedin.com/in/penny-breslin-0228b81/ (LinkedIn) | @PennyB57
Damien Greathead - https://www.linkedin.com/in/damiengreathead/ (LinkedIn) | @Damien_GH

45 min