WIP-ing Clients Into Shape

https://cpatrendlines.com/2019/09/18/wip-ing-clients-into-shapePresent draft tax returns for their approval.

By Frank Stitely
The Relentless CPA

Poor scheduling isn’t the only way WIP gets out of control. Clients cause WIP to grow by not answering questions or approving drafts on a timely basis.

MORE: How the Annual Tax Meeting Died | Whittle Down WIP | The Tax Practice Traffic Cop | How to Coach Your Staff | How to Create Good Managers
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Frank Stitely



About the Author

Frank Stitely, CPA, CVA, is the managing member of Stitely & Karstetter CPAs in Chantilly, Va., and leader of Clarity Practice Management.

He is the author of

The Relentless CPA,
available exclusively from CPA Trendlines.

He graduated Summa Cum Laude from Clarion University and received the Elijah Watt Sells certificate in recognition of his performance on the CPA exam. His professional affiliations include: The American Institute of Certified Public Accountants, Virginia Society of Certified Public Accountants, President of the Association of Professional Accounting Software Consultants, Member of the Sage Software Small Business Certified Consultants' Steering Committee, Member of the National Association of Certified Valuation Analysts, Chair of the Audit Committee on the Board of Directors for Christian Relief Services, Maryland Society of Accountants, and the National Society of Tax Professionals.

Click here for more by Frank Stitely