Scripts to run business planning sessions with clients
Tweak and adapt these scripts to run business planning sessions with clients
Welcome to Accountants Millionaires’ Club: Membership Library
Cash Flow Planning Session Script
Use this session plan to run a cash flow improvement session with clients.
Profit Improvement Session Script
Use this session plan to run a profit improvement session with clients.
Quarterly Meeting Session Script
Use this session plan to run a quarterly meeting session plan with clients.