Having manuals for different parts of my firm has been on my to-do list for many months. I knew the importance of it but creating one from scratch seemed so daunting. Kristen’s Financial Systems Manual helped me tremendously because it’s a great foundation to build my own. I used many parts as-is and edited some to fit my practice. Now I have a solid manual that not only covers our current system but also prepares my team for situations we have not yet encountered.
Hayoon K.
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