It’s month four of our five-part series preparing for 2024. So far we’ve covered budgets and fee schedules and insurance reminders. Next month we will cover staff celebrations but before that let’s talk about compliance and risk assessments.
For the next five months, we are going to drill into the key areas to tackle before the end of the year including: budgeting, review fee schedules, insurance reminders, compliance, risk assessments, and celebrating staff.
This month we officially welcome autumn with pumpkin-spiced everything, orange décor, and fee schedule evaluations! The end of the year will be here before we know it so it’s time to prepare for success now.
For the next five months, we are going to drill into the key areas to tackle before the end of the year including: budgeting, review fee schedules, insurance reminders, compliance, risk assessments, and celebrating staff.
We’d love to see your smiling face in person, but we know that your banking needs happen 24 | 7 | 365. Feel free to bank from your couch, your office or a beach somewhere warm.