Presented By Alan M. Friedman & Daniel Jobe Friedman, Kannenberg & Company, P.C.

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Presentation transcript:

Presented By Alan M. Friedman & Daniel Jobe Friedman, Kannenberg & Company, P.C.

Deep Thoughts by Sigmund Friedman Aha Moments by Daniel Freud

Be prepared with docs Advocate Be Real Banking

Be Proactive. Not Reactive Get Automated Reconcile Bank Accounts Monthly Have Meetings to Review Performance

Succession Planning Have a Plan Delegate & Teach Know your business value

Need Help? Contact Jen outside the Idea Center entrance after this session to set up a meeting time