Top nine client management solutions.
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By CPA Trendlines Research
The CPA Trendlines annual Busy Season Barometer is uncovering some frank and candid talk about clients. Yes, we love them. Couldn’t live without them. Most of the time. But, well, not always.
It’s not that they’re bad people. But let’s face it, they aren’t always sweating tax prep much in advance of April 1, they have no idea what new regulations are in effect this year and their advisories from their CPA are filed under “migraines that can wait.” Plus, they truly believe their CPA is exclusively dedicated to their company and doesn’t really have much else to do but wait around for their phone call.
“No matter how proactive you try to be at scheduling and planning ahead, clients still delay providing information for their taxes,” Bryan Lantz says. “Seems the IRS, Congress and the media are out to make our jobs even more compressed and stressful.” His solution: “Keep communicating with clients to ensure that we can do the best we can at equalizing workflow during busy season.”
From their remarks, CPA Trendlines draws at least nine lessons in smart client management.:
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