Meeting with Cory and Steve. Cory was mostly leading the discussion and asking questions of either Steve or I. We were checking in on projects and making plans. Towards the end of the meeting, Cory was asking Steve about some accounting entries and how to get a client's books in balance. Without going into all of the details... we ended up trying to follow what really happened. Where is the money? How did it flow or get there? And other such questions. It came back to what is the story and how do we track that? Super cool!

We also talked about offering client oversight as a service - keeping their books and accounting records in good shape. In the past, we often pushed this service out to an outside independent rep or consultant. We will be striving to handle some of these other services requests internally from now on.