14 Timely Questions for Tax Season Clients

If you don’t ask, you can’t know. If not now, when? By Jean Marie Caragher The 90-Day Marketing Plan for CPA Firms Tax season is the perfect time to identify cross-selling opportunities, strengthen client relationships and ensure client satisfaction. Consider … Continued

Are You a Passionate Accountant?

Take this quiz to see whether you’re phoning it in. Do you seek out opportunities to learn new things that will help your clients overcome their most difficult challenges? Selling value-creation advisory services is truly a slam dunk with most … Continued

Unhappy Client? 5 Constructive Approaches

With the right approach, you may be able to save the relationship. Unhappy clients won’t tell you they have a problem; they’ll simply move their business elsewhere. So, if a client gives you a chance to repair a bad situation, … Continued

What Goes in a Client’s Permanent File?

We’ve found at least 50 items. What would you add? By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: What type of information should be kept in, or as, permanent files? RESPONSE: A permanent file should be maintained for each … Continued

6 Ways to Take a Client Beyond Tax Prep

Set an agenda; call a meeting. By Ed Mendlowitz The CPA Trendlines Practice Doctor QUESTION: I have many small business tax clients and seem to lose them as they grow. I provide good service, never have extensions and call the clients … Continued