By Ed Mendlowitz
The CPA Trendlines Practice Doctor
We all want additional business, but sometimes the client should be vetted to determine if it is a good fit for your firm and if there are any danger signs.
MORE ON MARKETING: MORE ON MARKETING: 11 Ways to Get More Tax Clients | How to Sell Bundled Tax Services | 7 Questions for Succession Planning | 15 Points to Buying or Selling a Business | 9 Questions to Ask About Divorce and Taxes | Guiding Clients in Investment Allocation and Management | Why CPAs Are Suited to Financial Planning | How to Suggest More Services | Adopt a Marketing Mindset
Exclusively for PRO Members. Log in here or upgrade to PRO today.