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Fire Your Accountant Virtual Classroom - Wednesday, January 20, 2021 | 1:00- 4:00 PM CST

  • 01/20/2021

 

Do you have a good accountant? How do you know? This course presents a qualitative evaluation process for selecting advisors, including methods to evaluate their performance, to develop strong, long-lasting relationships.

Following this course, participants will be able to:

• Discuss how to select financial advisors
• Describe how to evaluate performance
• Explain the benefits of strong, proactive, long-lasting relationship
• Discuss the benefits of accounting systems, financial reports, and personal and estate planning