We’ve all been there. You’re in the middle of preparing a tax return for a client, you’re missing a document or the answer to a question. You’ve asked them for it 3 times in 3 days and…crickets. They don’t send what you’re asking for or even respond to your multiple inquiries. And you are stuck, […]
Just Get Me the Bleeping Stuff – How to Get Clients to Give You What You Need Read More »
A lot of professionals feel like they have to keep their work life completely separate from their personal life. If you’re one of those professionals, you’re not alone! And for a long time, that was true. But now the truth is that more and more professionals are choosing to do business with people they have
5 Ways To Connect With Your CPA Partners, “Just Because” Read More »
John Elway. Brett Favre. Peyton Manning. Tom Brady. Even if you’ve never watched a game of football in your life, you’ve probably heard at least one of those names (after all, who hasn’t seen one of Peyton’s commercials?) These are 4 of the best quarterbacks to play the game, ever. But what makes them great
Becoming Your CPAs Best Quarterback Read More »
You’ve been waiting and waiting for the perfect time to reach out to your list of CPAs so you can establish mutually-beneficial relationships with them. The wait is over. You’ve read our past blogs and have done everything you can to make their lives easier during this crazy time of year. And now, the time
What To Do While You Wait on CPAs Read More »
If you’re like most of the CPAs we know, you’re working 60-100 hours per week during tax season. Your staff is exhausted. You’re exhausted. And your family is exhausted, too, because you’re not home very much and when you are, you’re not present. It’s not good for anyone. Hang in there, soldier. You’re almost at
How To Avoid The Tax Season Hangover Read More »
The average CPA firm services over 800 clients each year. Typically, advisors want to build relationships with a CPA with the hope of being introduced to those clients. But the reality is, most of these relationships produce less than 10 introductions each year (yes, really). Is it worth the time you invest into that relationship
How To Make Your Relationships With CPAs Stronger Read More »