The Annual Tax Meeting is Dead. Clients Killed It.

Four ways we’re better off without pre-scheduled client meetings.

By Frank Stitely

We had been scheduling tax meetings for over 20 years. We thought clients wanted them.

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They came because we told them to, not because they wanted to.

Today, face-to-face meetings are so 1990s.

The tax meeting is dead. Clients – and maybe COVID, too – killed it.

Posted on January 27, 2017

Frank Stitely

About the Author

Frank Stitely, CPA, CVA, is the managing member of Stitely & Karstetter CPAs in Chantilly, Va., and leader of Clarity Practice Management – Sign up for the next free demo here.

He is the author of The Relentless CPA,
available exclusively from CPA Trendlines here.

He graduated Summa Cum Laude from Clarion University and received the Elijah Watt Sells certificate in recognition of his performance on the CPA exam. His professional affiliations include The American Institute of Certified Public Accountants, Virginia Society of Certified Public Accountants, President of the Association of Professional Accounting Software Consultants, Member of the Sage Software Small Business Certified Consultants' Steering Committee, Member of the National Association of Certified Valuation Analysts, Chair of the Audit Committee on the Board of Directors for Christian Relief Services, Maryland Society of Accountants, and the National Society of Tax Professionals.

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