The Case of the Client Daughter: Tread Carefully

CPA TRENDLINES COMMUNITY FORUMThe lesson: Even the best can make mistakes; talk it with peers.

By CPA Trendlines

In his column Client’s Difficult Daughter Balks at Bill, Ed Mendlowitz fielded a question about a client’s daughter who asked for help with her divorce proceedings, and did not want her father to know what was going on. The work was rushed and difficult, and when the cranky client called the bill highway robbery, the accountant wondered if he should call her father.

Mendlowitz noted that an engagement letter and retainer should have been the starting point, then added, “I would tell your client that if she did not pay you in full, or work out a method of payment including automatically charging her credit card on a monthly basis, you will ask her father for payment and will lay out everything you did for her and the specific benefits she got because of your hard work.”

Readers were swift to disagree.