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

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Presentation on theme: "Presented By Alan M. Friedman & Daniel Jobe Friedman, Kannenberg & Company, P.C."— Presentation transcript:

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

2 Deep Thoughts by Sigmund Friedman Aha Moments by Daniel Freud

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4 Be prepared with docs Advocate Be Real Banking

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

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

9 Need Help? Contact Jen outside the Idea Center entrance after this session to set up a meeting time www.fkco.com

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