my secret? humor, sarcasm and a bit of shame.
by frank stitely
the relentless cpa
there are easy ways to get clients to do what we need them to do. in our office, we call the process “training” clients. one of our biggest headaches is the late delivery of tax materials. so, we train our clients to bring their tax documents in early.
more: end tax season meetings with clients … seriously | get clients to understand firm processes … or say goodbye | train now before it costs you down the road | keep clients from “balance due” shock | stop clients from performing “favors” | who needs fall tax planning? clients … and you | it’s ok to say no to clients (even the large ones) | control your time: avoid ambush meetings and calls | you train your clients, whether you mean to or not | don’t let clients dictate tax workflow | make fewer mistakes, increase revenue and capacity | easy ways to avoid ‘done but’ tax returns
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we accomplish this through a series of e-blasts explaining our deadlines. the e-blasts start in december, and we call them “countdown to tax season.” they cover much more than our deadlines for clients to provide business and personal income tax returns documents.
we use the blasts to train clients in other areas – such as minimizing the use of staples when they give us their documents. we also discourage people from putting their documents in three-ring binders. as i’m certain you already know, staples and binders drive your admin staff crazy when they’re trying to scan documents.
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