Lessons Learned from a Bad Busy Season

CPA Trendlines Busy Season Barometer
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By CPA Trendlines

We must have struck a chord in our article on the large number of firms suffering through a busy season worse than last year’s, a dreadful depth of bad. Several CPAs and tax preparers chimed in with comments, most of them constructive.

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From the discussion, we’ve gleaned six client management techniques that should be in practice at almost any firm.