{"id":80929,"date":"2021-01-05t18:00:46","date_gmt":"2021-01-05t23:00:46","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=80929"},"modified":"2023-10-05t09:19:59","modified_gmt":"2023-10-05t13:19:59","slug":"quick-questions-and-other-client-sins","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/01\/05\/quick-questions-and-other-client-sins\/","title":{"rendered":"&#8216;quick questions&#8217; and other client sins"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/09\/businessmanheadhands_810-6761-302.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-49982\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/09\/businessmanheadhands_810-6761-302-424x283.jpg\" alt=\"young businessman with forehead resting on hands\" width=\"424\" height=\"283\" \/><\/a>how to quietly convince them to pay for tax planning.<\/strong><\/p>\n<p><i>by frank stitely<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/fs18rel\/\"><i>the relentless cpa<\/i><\/a><\/p>\n<p>a well-known practice management expert, whom i greatly respect, advises cpas to never tell clients that you don\u2019t have time for them. i disagree with the never part. you know how it starts. on march 25<sup>th<\/sup>, the call comes in.<\/p>\n<p>\u201ci know you\u2019re busy but \u2026\u201d<\/p>\n<blockquote><p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2020\/12\/30\/how-to-train-clients-part-i\/\">how to train clients<\/a> | <a href=\"\/\/www.g005e.com\/2020\/12\/02\/avoiding-projects-hung-up-in-process\/\">avoiding projects hung up in process<\/a> | <a href=\"\/\/www.g005e.com\/2020\/11\/10\/teaching-the-meaning-of-done\/\">teaching the meaning of \u2018done\u2019<\/a> | <a href=\"\/\/www.g005e.com\/2020\/10\/01\/how-younger-clients-increase-your-efficiency\/\">why millennials are the answer<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/02\/calculating-and-cutting-turnaround-time\/\">calculating and cutting turnaround time<\/a> | <a href=\"\/\/www.g005e.com\/2019\/10\/30\/debunking-the-demise-of-the-cpa-firm\/\">debunking the demise of the cpa firm<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00\"><a style=\"color: #b79c00\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/01\/05\/quick-questions-and-other-client-sins\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>a request follows that could most certainly wait until after tax season. you are hip deep reviewing all the personal tax returns that got stuck in process while you climbed out of the march 15<sup>th<\/sup> corporate tax ditch.<br \/>\n <a href=\"\/\/www.g005e.com\/2021\/01\/05\/quick-questions-and-other-client-sins\/#more-80929\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2021%2f01%2f05%2fquick-questions-and-other-client-sins%2f&amp;t=%e2%80%98quick+questions%e2%80%99+and+other+client+sins'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2021%2f01%2f05%2fquick-questions-and-other-client-sins%2f&amp;title=%e2%80%98quick+questions%e2%80%99+and+other+client+sins&amp;summary=how+to+quietly+convince+them+to+pay+for+tax+planning.%0d%0a%0d%0aby+frank+stitely%0d%0athe+relentless+cpa%0d%0a%0d%0aa+well-known+practice+management+expert%2c+whom+i+greatly+respect%2c+advises+cpas+to+never+tell+clients+that+you+don%e2%80%99t+have+time+for+them.+i+disagree+with+the+never+part.+you+know+how+it+starts.+on+march+25th%2c+the+call+comes+'  ><img  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url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20&#8216;quick%20questions&#8217;%20and%20other%20client%20sins&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2021\/01\/05\/quick-questions-and-other-client-sins\/\" title=\"email this: &#8216;quick questions&#8217; and other client sins \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/09\/businessmanheadhands_810-6761-302.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-49982\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/09\/businessmanheadhands_810-6761-302-424x283.jpg\" alt=\"young businessman with forehead resting on hands\" width=\"424\" height=\"283\" \/><\/a>how to quietly convince them to pay for tax planning.<\/strong><\/p>\n<p><i>by frank stitely<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/fs18rel\/\"><i>the relentless cpa<\/i><\/a><\/p>\n<p>a well-known practice management expert, whom i greatly respect, advises cpas to never tell clients that you don\u2019t have time for them. i disagree with the never part. you know how it starts. on march 25<sup>th<\/sup>, the call comes in.<\/p>\n<p>\u201ci know you\u2019re busy but \u2026\u201d<\/p>\n<blockquote>\n<p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2020\/12\/30\/how-to-train-clients-part-i\/\">how to train clients<\/a> | <a href=\"\/\/www.g005e.com\/2020\/12\/02\/avoiding-projects-hung-up-in-process\/\">avoiding projects hung up in process<\/a> | <a href=\"\/\/www.g005e.com\/2020\/11\/10\/teaching-the-meaning-of-done\/\">teaching the meaning of \u2018done\u2019<\/a> | <a href=\"\/\/www.g005e.com\/2020\/10\/01\/how-younger-clients-increase-your-efficiency\/\">why millennials are the answer<\/a> | <a href=\"\/\/www.g005e.com\/2020\/09\/02\/calculating-and-cutting-turnaround-time\/\">calculating and cutting turnaround time<\/a> | <a href=\"\/\/www.g005e.com\/2019\/10\/30\/debunking-the-demise-of-the-cpa-firm\/\">debunking the demise of the cpa firm<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00\"><a style=\"color: #b79c00\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2021\/01\/05\/quick-questions-and-other-client-sins\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>a request follows that could most certainly wait until after tax season. you are hip deep reviewing all the personal tax returns that got stuck in process while you climbed out of the march 15<sup>th<\/sup> corporate tax ditch.<br \/>\n <a href=\"\/\/www.g005e.com\/2021\/01\/05\/quick-questions-and-other-client-sins\/#more-80929\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2021%2f01%2f05%2fquick-questions-and-other-client-sins%2f&amp;t=%e2%80%98quick+questions%e2%80%99+and+other+client+sins'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  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no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2021%2f01%2f05%2fquick-questions-and-other-client-sins%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20&#8216;quick%20questions&#8217;%20and%20other%20client%20sins&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2021\/01\/05\/quick-questions-and-other-client-sins\/\" title=\"email this: &#8216;quick questions&#8217; and other client sins \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1362,"featured_media":56466,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2303,1363,3120,3002,2246],"tags":[3445,3447],"class_list":["post-80929","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tax-season","category-featured","category-pro-member-exclusive","category-special","category-busy-season","tag-ai","tag-artificial-intelligence","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- 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