Appointment Scheduling Links
Exploration
Client Appreciation Call
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Status Update Meeting
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Free Discovery Call
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Digital Coffee With Matthew
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Discussion with Matthew
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Fulfillment
Vendor Discussion
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Monthly Financial Review
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Tax Planning Session
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Tax Return Review
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Onboarding Call
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Client Discussion
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Operations
Job Interview - 30 Minutes
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Job Interview - 15 Minutes
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Training Session - 30 Minutes
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Training Session - 60 Minutes
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