The 4 Accounting Deed Myths (and How to Protect Yourself From Them)

Master deeds to be the advisor who's trusted, not negligent.

tim

"Deeds help accountants protect clients and keep their wealth in the family bloodlines— without annual review accountants are at risk".

Tim Munro

Founder

Accountants ignore deeds at their peril—and master them for better profit and relationships.

You’ll find inside

  • How to bust the deed myths keeping you at risk.
  • How to master deeds with automated legals.
  • How to banish the resettlement 'bogeyman'.

You’ll get the benefits

  • Make deeds an annual and billable strength.
  • Pay nominal legal fees and bill for your value.
  • Keep wealth in the family bloodlines of clients.
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