Strategy Session with Logan George, CPA

This week’s episode is a strategy session with Peak Freedom member Logan George, CPA. 

Logan recently purchased a firm and also had success bringing in his own new clients, creating a mixed bag of niche and non-niche clients.

We talk about prioritizing niche clients and phasing out non-niche clients over the next 1-2 years while protecting necessary cash flow.

LISTEN »

 
Geraldine Carter