Starting a Conversation Part 3: The ‘Sticky’ Action
Learn how to use Calxa to quickly generate a set of useful client reports that you can then use to kick-start the ‘advisory’ conversation. This is part 3 of a series of 3 webinars.
– How to quickly connect Calxa to your client’s accounting data
– How to generate a useful, informative bundle of reports in a few minutes
– Suggestions on questions to start the conversation with your client