Get Clients to Understand Firm Processes … or Say Goodbye

woman in a business suit waving a red flag

With just a little advanced marketing, you can get paid year-round AND have more satisfied clients.

By Frank Stitely
The Relentless CPA

When I’m frustrated, here’s how I explain the importance to clients of letting us work our process:

“When you get your car repaired, you don’t look over the mechanic’s shoulder and tell him which wrench to use. The same principle applies to us. If you knew the best ways to prepare tax returns, you should become our competitor.”

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Let’s be perfectly honest with each other.

There’s a reason you aren’t actively training clients to allow you to work efficiently. You’re afraid that you’ll lose clients.

I guarantee that you will.