Online Mind Mapping and Brainstorming

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Client Work by Mind Map: Client Work
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Client Work

Tax Returns

Beacon Financial

Paul Salierno

Amend 2006 tax return

Financial Plans

Cindy Dick

Margaret Crook

Waiting on info...

Annual Reviews

Cheri Lacock

Rob Herald

Margaret Mathies

waiting on info...

Carolyn Morrison

Need to email Carolyn to setup annual review

Bookkeeping

MFP

Beacon