WIP-ing Clients Into Shape

https://cpatrendlines.com/2019/09/18/wip-ing-clients-into-shapePresent draft tax returns for their approval.

By Frank Stitely
The Relentless CPA

Poor scheduling isn’t the only way WIP gets out of control. Clients cause WIP to grow by not answering questions or approving drafts on a timely basis.

MORE: How the Annual Tax Meeting Died | Whittle Down WIP | The Tax Practice Traffic Cop | How to Coach Your Staff | How to Create Good Managers
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Do you think you can’t control client behavior? Think again.