{"id":85806,"date":"2021-10-14t15:00:29","date_gmt":"2021-10-14t19:00:29","guid":{"rendered":"\/\/www.g005e.com\/?p=85806"},"modified":"2023-06-02t18:00:04","modified_gmt":"2023-06-02t22:00:04","slug":"five-missed-opportunities-to-serve-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/10\/14\/five-missed-opportunities-to-serve-clients\/","title":{"rendered":"how clients get underserved and accountants get underpaid"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-large wp-image-38911\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062-590x393.jpg\" alt=\"number 5 drawn in sand\" width=\"424\" height=\"282\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>five missed opportunities to serve clients.<\/strong><\/p>\n<p><em>by sandi leyva<\/em><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/sl17cgm\/\"><i>the complete guide to marketing for tax &amp; accounting firms<\/i><\/a><\/p>\n<p>i\u2019m pretty sure that i am not the only accountant who has made the following mistakes with clients.<\/p>\n<blockquote><p><strong><b>more on small-firm growth strategies: <\/b><\/strong><a href=\"\/\/www.g005e.com\/2021\/05\/03\/five-marketing-mistakes-to-avoid\/\">five marketing mistakes to avoid<\/a> | <a href=\"\/\/www.g005e.com\/2021\/04\/26\/how-much-are-your-clients-costing-you\/\">how much are your clients costing you?<\/a> | <a href=\"\/\/www.g005e.com\/2021\/04\/24\/spend-your-time-on-the-most-profitable-tasks\/\">spend your time on the most profitable tasks<\/a> | <a href=\"\/\/www.g005e.com\/2021\/04\/22\/seven-performance-boosters-for-your-firm\/\">seven performance boosters for your firm<\/a> | <a href=\"\/\/www.g005e.com\/2021\/04\/17\/why-your-google-ranking-is-about-to-tank\/\">why your google ranking is about to tank<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.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\/10\/14\/five-missed-opportunities-to-serve-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>here are five ideas to help us remember what we know that the client doesn\u2019t and why it costs us when we forget. <a href=\"\/\/www.g005e.com\/2021\/10\/14\/five-missed-opportunities-to-serve-clients\/#more-85806\" 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%2f10%2f14%2ffive-missed-opportunities-to-serve-clients%2f&amp;t=how+clients+get+underserved+and+accountants+get+underpaid'  ><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%2f10%2f14%2ffive-missed-opportunities-to-serve-clients%2f&amp;title=how+clients+get+underserved+and+accountants+get+underpaid&amp;summary=five+missed+opportunities+to+serve+clients.%0d%0a%0d%0aby+sandi+leyva%0d%0athe+complete+guide+to+marketing+for+tax+%26amp%3b+accounting+firms%0d%0a%0d%0ai%e2%80%99m+pretty+sure+that+i+am+not+the+only+accountant+who+has+made+the+following+mistakes+with+clients.%0d%0amore+on+small-firm+growth+strategies%3a+five+marketing+mistakes+to+avoid+%7c+how+much+are+yo'  ><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='linkedin'  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:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><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%2f10%2f14%2ffive-missed-opportunities-to-serve-clients%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><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20how%20clients%20get%20underserved%20and%20accountants%20get%20underpaid&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\/10\/14\/five-missed-opportunities-to-serve-clients\/\" title=\"email this: how clients get underserved and accountants get underpaid \"><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\/2015\/02\/5insand_dollarphotoclub_24637062.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-large wp-image-38911\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062-590x393.jpg\" alt=\"number 5 drawn in sand\" width=\"424\" height=\"282\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2015\/02\/5insand_dollarphotoclub_24637062.jpg 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a>five missed opportunities to serve clients.<\/strong><\/p>\n<p><em>by sandi leyva<\/em><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/sl17cgm\/\"><i>the complete guide to marketing for tax &amp; accounting firms<\/i><\/a><\/p>\n<p>i\u2019m pretty sure that i am not the only accountant who has made the following mistakes with clients.<\/p>\n<blockquote>\n<p><strong><b>more on small-firm growth strategies: <\/b><\/strong><a href=\"\/\/www.g005e.com\/2021\/05\/03\/five-marketing-mistakes-to-avoid\/\">five marketing mistakes to avoid<\/a> | <a href=\"\/\/www.g005e.com\/2021\/04\/26\/how-much-are-your-clients-costing-you\/\">how much are your clients costing you?<\/a> | <a href=\"\/\/www.g005e.com\/2021\/04\/24\/spend-your-time-on-the-most-profitable-tasks\/\">spend your time on the most profitable tasks<\/a> | <a href=\"\/\/www.g005e.com\/2021\/04\/22\/seven-performance-boosters-for-your-firm\/\">seven performance boosters for your firm<\/a> | <a href=\"\/\/www.g005e.com\/2021\/04\/17\/why-your-google-ranking-is-about-to-tank\/\">why your google ranking is about to tank<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.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\/10\/14\/five-missed-opportunities-to-serve-clients\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>here are five ideas to help us remember what we know that the client doesn\u2019t and why it costs us when we forget. <a href=\"\/\/www.g005e.com\/2021\/10\/14\/five-missed-opportunities-to-serve-clients\/#more-85806\" 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%2f10%2f14%2ffive-missed-opportunities-to-serve-clients%2f&amp;t=how+clients+get+underserved+and+accountants+get+underpaid'  ><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  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%2f10%2f14%2ffive-missed-opportunities-to-serve-clients%2f&amp;title=how+clients+get+underserved+and+accountants+get+underpaid&amp;summary=five+missed+opportunities+to+serve+clients.%0d%0a%0d%0aby+sandi+leyva%0d%0athe+complete+guide+to+marketing+for+tax+%26amp%3b+accounting+firms%0d%0a%0d%0ai%e2%80%99m+pretty+sure+that+i+am+not+the+only+accountant+who+has+made+the+following+mistakes+with+clients.%0d%0amore+on+small-firm+growth+strategies%3a+five+marketing+mistakes+to+avoid+%7c+how+much+are+yo'  ><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>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20how%20clients%20get%20underserved%20and%20accountants%20get%20underpaid&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2021\/10\/14\/five-missed-opportunities-to-serve-clients\/\" title=\"email this: how clients get underserved and accountants get underpaid \"><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":1345,"featured_media":53032,"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":[1905,1363,3120,3002],"tags":[1056,6,114,822],"class_list":["post-85806","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clients-and-service","category-featured","category-pro-member-exclusive","category-special","tag-entrepreneur","tag-bsg-business-builder","tag-small-firm","tag-solo","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- 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