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In this YouTube video, Shanli Liu, CPA, CTP, shares practical advice on running meetings efficiently. She emphasizes that the first step is to ask who truly needs to attend, focusing on who will actively contribute or make decisions, rather than looping people in for status updates. Meetings should be purpose‑driven—aimed at decision‑making and outcomes—not merely for information sharing. Liu reflects that she spent the first two years of her business overlooking this principle, resulting in wasted time and payroll costs. The core message is to be intentional about meeting participants to avoid unnecessary expenses and improve productivity.

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