Using Zapier and PreciseFP to connect the open architecture of an independent consultant with Shanna Ting

Using Zapier and PreciseFP to connect the open architecture of an independent consultant with Shanna Ting

Shanna Tingom is the founding father of Heritage Monetary Methods, a dual-registered consulting agency that oversees practically $ 50 million in property below administration for 250 shoppers. As we speak,…