PLR: Your Business’s Quarterback


So like as a CPA firm, we deal with businesses all the time, and the thing is, we could either just sit here and do their return or we can advise and connect them with these other professionals. You know, it, it’s very refreshing. You know, a lot of times, you know, we’ll have them all on the phone at the same time so that we’re all on the same page.

It’s almost like an insistence. I’ll always tell any of my clients, if any of the, your professionals don’t want to get on the phone with me. Those specific people, you need to dump them as fast as possible. I’ve seen Karen in meetings and on phones with like four or five different types of professionals at one time, and she’s quarterbacking, exactly what she said, so that not only does she direct, you know, the plan and have these, you know, professionals executed properly, the follow up is unbelievable.

So like, that’s like someone who stays from the beginning to the end of it. So the client has the best advocate in the world in that sea of different types of disciplines.

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