‘Quick Questions’ and Other Client Sins

Young businessman with forehead resting on handsHow to quietly convince them to pay for tax planning.

By Frank Stitely
The Relentless CPA

A well-known practice management expert, whom I greatly respect, advises CPAs to never tell clients that you don’t have time for them. I disagree with the never part. You know how it starts. On March 25th, the call comes in.

“I know you’re busy but …”

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A request follows that could most certainly wait until after tax season. You are hip deep reviewing all the personal tax returns that got stuck in process while you climbed out of the March 15th corporate tax ditch.