On behalf of the entire ClientWise team, I would like to wish a Happy Holidays and Merry Christmas to all of our friends and clients.
In this season of giving, we are most grateful for that which you give to us...your friendship, support, and love.
To all of our friends and clients:
Merry Christmas and Happy Holidays!
Ray Sclafani and The ClientWise Team
When was the last time you sat down with a CPA in your referral network? Probably not in the last few weeks. As an advisor, you are likely to be busier than usual this...