four best practices.
by frank stitely
the relentless cpa
managing advanced-level preparers sounds easier than it is. these preparers will all have blind spots that appear at inconvenient times. some won’t be able to adapt to your internal procedures, because they worked at firms without well-defined procedures.
we had one person who insisted on printing out the prior year tax returns and workpapers before beginning a return. she said she just needed the paper in her hands. that didn’t work for us.
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she asked to be paid on a salaried basis. when we agreed, she then demanded to be paid on an hourly basis. we agreed to that as well. then she wanted to go back to a salary. she believed that whatever we agreed to would be bad for her.
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