What Shopping Habits Reveal about Accounting Clients

The four flavors of new clients.

By Hitendra Patil
Pransform Inc.

Tax season is over and you made it through the home stretch, significantly tired but scraped through!  Now is the time to rethink your business model on the new learning from tax season and to restart looking for new clients. You don’t want to create more “C clients” that suck the energy, time and profits like a vortex.

Not sure how to estimate the value of your prospects? You may want to learn their shopping habits.