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97 and Up Episode 79 – Time to Take Inventory of Our Clients

In This Episode

Here are a few highlights / topics from the episode

  • Saving Money – My version of the Profit First System
  • Big Picture Goals
  • QuickBooks Connect Flight Plans
  • Terrin + Knowify = Terrify
  • United Flights – Take the Beating
  • Back to Goals – Time to take inventory on our clients (A new schedule for the goal template)
  • Free Willy
  • Who’s bringing significant others to QuickBooks Connect
  • Builder Trend & Co-construct vs Knowify
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