Sole Proprietor’s Retreat

Dan Morris and I will be conducting the Sole Proprietor’s Retreat this December 9-10 for the California CPA Education Foundation. This 1.5 day program was designed as a way to give sole props the opportunity to have a retreat with their peers, since they don’t have partners.

It was a predecessor program to the Firm of the Future Symposium, but designed specifically for sole props and all the issues they face.

Ric Payne has agreed to offer a 12-month membership to the Principa Alliance, which provides access to its Practice System (a $1,295 value).

If anyone is interested, don’t hesitate to contact me, or Dan. We always limit the participation to 7-12 to make the group more intimate.

Also, if you could help spread the word that would be much appreciated.

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