5 things you know that clients don’t

number 5 drawn in sandthey don’t know they need it, but we have to remember to offer it.

by sandi smith leyva
the accountant’s accelerator

i’m pretty sure that i am not the only accountant who has made the following mistakes with clients. here are a couple of ideas to help us remember what we know that the client doesn’t and why it costs us when we forget.