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Re: OFFICE HOURS ARE OPEN! Strategic Planning, Lead Generation, and More!

I know this time of year is stressful for accountants @Peter_G_Stone, so way to remain productive in spite of!


Regarding your meeting with your dad when the dust settles, it may feel a little formal, but what do you think about creating an agenda to ensure that the big ideas and difficult topics are discussed and not inadvertently lost?  These meetings of the minds can be awesome, creative, and/or difficult, so an agenda can set the course and ensure a fruitful experience.  Also, if you want to create it and share for feedback, I would be happy to help... 


What do you think?