Client Work

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Client Work by Mind Map: Client Work

1. Tax Returns

1.1. Beacon Financial

1.2. Paul Salierno

2. Financial Plans

2.1. Cindy Dick

2.2. Margaret Crook

3. Annual Reviews

3.1. Cheri Lacock

3.2. Rob Herald

3.3. Margaret Mathies

3.4. Carolyn Morrison

4. Bookkeeping

4.1. MFP

4.2. Beacon