make checking a client’s pulse part of your everyday habit.
busy season may be hectic and the hours may be long, but if you’re not making time to get to know your clients better, then you’re missing an opportunity that may not come again for another year. by then, a competitor may have beaten you to the punch.
many accountants, auditors and tax professionals don’t realize how much busy season is, in fact, “opportunity season.” you have your clients’ undivided attention. they should have yours.
beyond the routine tax preparation and tax planning, beyond the reconciliations and check marking, you need to be using client face-time to explore their greater needs and goals and your firm’s performance and opportunities.
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