Here’s part of an e-mail referral I received this past week. “Frank is a great CPA, and you don’t even have to meet with him.” Guess the age of the client and prospective client. If you guessed under fifty, you’re wrong. Both are well into their fifties.
Just when you conquered the night sweats from meeting new people at chamber of commerce meetings, Lucy swipes the ball away from you again, Charlie Brown. Face to face meetings are so 1990s. The tax meeting is dead.
Clients killed it. A few years ago, during a classic tax season gather up all the documents meeting, a client asked me, “Do I really have to come in next year? You have this portal thing. It’s a pain driving all the way out to Chantilly.” Believe me, it’s a pain to drive to Chantilly, Va., even if you live in Chantilly, Va.