Including six situations that demand you call the client immediately.
by Ed Mendlowitz
Tax Season Opportunity Guide
Occasionally accountants lose touch with their clients, especially during tax season. Part of this is because of the crush of work, which is compressed into a pretty short period.
We sometimes lose sight that we are working on something the clients consider one of the most important things in their lives at that moment. Clients are not numbers on a list that needs to be reduced – they are all individuals and consider themselves very important people and want professionals that treat them accordingly.
It is attitudinal, and accountants must adopt that mindset and transmit that through to their culture.