Avoid balance-due whining sessions AND earn additional revenue.
By Frank Stitely
The Relentless CPA
You’ve surely had this conversation a million times during multiple tax seasons, most often in April. You give a client a tax return with a $20,000 balance due.
Client: I didn’t expect to owe that much.
You: How much did you expect to owe?
Client: About $5,000.
MORE: It’s OK to Say No to Clients (Even the Large Ones) | Control Your Time: Avoid Ambush Meetings and Calls | Train Your Clients Before They Train You | Don’t Let Clients Dictate Tax Workflow | How Small Firms Can Win the Talent Wars | Do You Know Your Turnaround Time?
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Here’s where my conversations may differ from yours a bit.
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