Want new business? Avoid these errors.
By Bill Penczak
It’s an understatement to characterize CPAs as process-oriented, with prescribed steps for financial statement audits and tax return preparation that follow a specific regimen. Among the many jokes about accountants, the one that resonates here is:
Why did the auditor cross the road?
Because he looked in the file and that’s what they did last year.
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But the “funny” thing is that while CPAs are typically pedantic about the processes for client work, it’s often a case of the cobbler’s shoes when it comes to running their firms in general, and practice development in particular.
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