Checklist for 2013 client meetings
2. What's the plan, Stan?
Examine 2012 budget goals and spending and make adjustments for 2013. Ask about expected cash flow changes for the coming year and how large purchases will be funded.
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Examine 2012 budget goals and spending and make adjustments for 2013. Ask about expected cash flow changes for the coming year and how large purchases will be funded.
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