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Apr 14, 2025 26 min

The First 90 Days with Patrick Accounting

from One Step Better Podcast Hosted by Whirks

In this episode, Mike and Matt discuss the first 90 days of working with Patrick Accounting, outlining what clients can expect during this crucial onboarding period. They cover the importance of the initial strategy session, understanding client needs, and the processes involved in gathering and analyzing financial data.

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The First 90 Days with Patrick Accounting

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This episode was published on April 14, 2025.

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