You’re Not JUST Taxes

Make Sure Tax Clients Know About Other Services.

By Ed Mendlowitz
Call Me Before You Do Anything: The Art of Accounting

During a tax return preparation interview, getting a client’s information is a tremendous opportunity to find out the concerns of the client and how you can help.

MORE: 20 Good Ways to Boost Tax Season Production | How to Recoup Staff Training Costs | 10 Ways to Stay in Control | Advice to New Accountants | Clients Don’t Lose Sleep for Overpaying Taxes | When Time-Based Pricing Works
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

The assistance you give can sometimes provide a life-changing benefit to the client while enabling your firm to increase its service base and gain additional revenues.