It’s simple to have an illustration prepared. Here’s how it works:
Upon receipt we will call to discuss the data and get an idea of the presentation you wish to make to the client.
We will prepare the illustration and make the presentation using our online presentation/conference call software –gotomeeting.com. We suggest you, the client, the client’s CPA and anyone else necessary to make a decision be present for the presentation and conference call.
Once the decision is made to move forward, follow the link to Implement a Plan.