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I like it when my clients …
Whether it is just after busy season or any other time of the year, tax and accounting professionals like working with clients who take an active interest in their tax and financial matters. And...
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Handling complex client scenarios
Whether it’s tax season or another time of the year, if all you’re offering your clients is tax prep without an eye on tax advisory, you soon could find yourself at a loss to help clients work through...
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Show your clients some love
Whether it’s February, tax season, or any other time during the year, showing love to your clients is good in a number of ways. You want your client to feel valued and that you are a true partner to...
View Article4 ways to deal with unprepared or late tax clients
One of the hardest things for anyone doing tax work is figuring out how to serve clients who aren’t prepared. You know the ones I’m talking about: those without books, those who don’t have their...
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7 tips for more efficient client communications
Establishing consistent communications and effectively managing client expectations is an important aspect of tax and accounting. However, periodic reminders, check-ins, and administrative work that...
View ArticleGoogle review templates for tax pros
Whether you’re in post-tax season or any other time of the year, your marketing shouldn’t go quiet. Any time is the perfect time to ask happy clients for a quick Google review. Why? Because your...
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