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Content provided by Penny Breslin & Damien Greathead, Penny Breslin, and Damien Greathead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Penny Breslin & Damien Greathead, Penny Breslin, and Damien Greathead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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Onsite visit, in the trenches

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Manage episode 375526635 series 3506597
Content provided by Penny Breslin & Damien Greathead, Penny Breslin, and Damien Greathead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Penny Breslin & Damien Greathead, Penny Breslin, and Damien Greathead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

We've got something special for you in this episode You might remember Rachel Siegel from a previous episode sharing how she has been building her firm. In this episode Penny and Rachel head into a firm that wants to better focus on their clients throughout the year rather than just tax season. Penny and Rachel really dig into the firm and it sounds like have some challenging conversations with both the owner and the the team. A big thank you to Kevin, Brian and Chuck for having us along for the ride and sharing your experience with Rachel and Penny.

To ask us any questions or share any feedback, please connect with us on LinkedIn or Twitter.

Penny Breslin - LinkedIn | @PennyB57

Damien Greathead - LinkedIn | @Damien_GH

  continue reading

80 episoade

Artwork
iconDistribuie
 
Manage episode 375526635 series 3506597
Content provided by Penny Breslin & Damien Greathead, Penny Breslin, and Damien Greathead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Penny Breslin & Damien Greathead, Penny Breslin, and Damien Greathead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

We've got something special for you in this episode You might remember Rachel Siegel from a previous episode sharing how she has been building her firm. In this episode Penny and Rachel head into a firm that wants to better focus on their clients throughout the year rather than just tax season. Penny and Rachel really dig into the firm and it sounds like have some challenging conversations with both the owner and the the team. A big thank you to Kevin, Brian and Chuck for having us along for the ride and sharing your experience with Rachel and Penny.

To ask us any questions or share any feedback, please connect with us on LinkedIn or Twitter.

Penny Breslin - LinkedIn | @PennyB57

Damien Greathead - LinkedIn | @Damien_GH

  continue reading

80 episoade

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