End Tax Season Meetings with Clients … Seriously

Clients who want to meet should be more than willing to pay for that meeting.

By Frank Stitely
The Relentless CPA

What did Dorothy and her friends fear in The Wizard of Oz? “Lions and tigers and bears, oh my!” Dorothy feared the wrong things if she was a partner in a CPA firm. We don’t see much wildlife in our offices during tax season unless you count fast-food delivery people and the occasional crazy client.

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We should fear the events that destroy our priorities and drain hours from productive work. Meetings and phone calls and emails, oh my! From a practice management standpoint, let’s look at why these communication methods are so destructive.