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  • sillysweetlife

Painting & Accounting

As I was educating my team, the following sentence appeared, 'Remember, our role is to paint picture of the financial present and past, so we can guide clients with financial future.'


My goal is to elevate the importance of 'bookkeeping.' When there are excellent bookkeepers, as with all service/trade partners, then you pay for their value. When the data is clean and reliable, then the other financial advisors time (CFO, tax preparer, etc.) is significantly reduced.


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