avoid balance-due whining sessions and earn additional revenue.
by frank stitely
the relentless cpa
you’ve surely had this conversation a million times during multiple tax seasons, most often in april. you give a client a tax return with a $20,000 balance due.
client: i didn’t expect to owe that much.
you: how much did you expect to owe?
client: about $5,000.
more: it’s ok to say no to clients (even the large ones) | control your time: avoid ambush meetings and calls | train your clients before they train you | don’t let clients dictate tax workflow | how small firms can win the talent wars | do you know your turnaround time?
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here’s where my conversations may differ from yours a bit.
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