{"id":116660,"date":"2023-10-17t11:55:09","date_gmt":"2023-10-17t15:55:09","guid":{"rendered":"\/\/www.g005e.com\/?p=116660"},"modified":"2024-08-27t17:00:56","modified_gmt":"2024-08-27t21:00:56","slug":"keep-clients-from-balance-due-shock","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/10\/17\/keep-clients-from-balance-due-shock\/","title":{"rendered":"keep clients from &#8220;balance due&#8221; shock"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-116663 size-full\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721.jpeg\" alt=\"\" width=\"1600\" height=\"1068\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721-849x567.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721-768x513.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721-1536x1025.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721-600x401.jpeg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><strong>with just a little advanced marketing, you can get paid year-round and have more satisfied clients.<\/strong><\/p>\n<p><em>by frank stitely<\/em><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/fs18rel\/\"><i>the relentless cpa<\/i><\/a><\/p>\n<p>when i talk with prospective clients in any medium, i lead with tax planning. i don\u2019t care if i\u2019m meeting them, calling them or emailing them. i lead with tax planning. the number one complaint clients have about cpas and tax preparers is a lack of planning. they get tax returns and nothing else.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/10\/10\/stop-clients-from-performing-favors\/\">stop clients from performing \u201cfavors\u201d<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/03\/who-needs-fall-tax-planning-clients-and-you\/\">who needs fall tax planning? clients \u2026 and you<\/a> | <a href=\"\/\/www.g005e.com\/2023\/06\/20\/get-clients-to-bring-tax-docs-early-yes-early\/\">get clients to bring tax docs early&#8230;yes, early<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/21\/why-time-tracking-matters\/\">why time tracking still matters<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/31\/make-fewer-mistakes-increase-revenue-and-capacity\/\">make fewer mistakes, increase revenue and capacity<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/10\/six-ways-to-create-a-millennial-friendly-firm\/\">six ways to create a millennial-friendly firm<\/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\/2023\/10\/17\/keep-clients-from-balance-due-shock\/\">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>the fun part is seeing the reaction when i mention planning. i tell them that they can know the results while there\u2019s still time to change the results. tax season is no longer stressful because they know the answers in advance about refunds and balances due.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/10\/17\/keep-clients-from-balance-due-shock\/#more-116660\" 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%2f2023%2f10%2f17%2fkeep-clients-from-balance-due-shock%2f&amp;t=keep+clients+from+%e2%80%9cbalance+due%e2%80%9d+shock'  ><img  src='\/\/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'  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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%2f2023%2f10%2f17%2fkeep-clients-from-balance-due-shock%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/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:%20keep%20clients%20from%20&#8220;balance%20due&#8221;%20shock&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\/2023\/10\/17\/keep-clients-from-balance-due-shock\/\" title=\"email this: keep clients from &#8220;balance due&#8221; shock \"><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><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-116663 size-full\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721.jpeg\" alt=\"\" width=\"1600\" height=\"1068\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721-849x567.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721-768x513.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721-1536x1025.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/09\/taxplanning_adobestock_202193721-600x401.jpeg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><strong>with just a little advanced marketing, you can get paid year-round and have more satisfied clients.<\/strong><\/p>\n<p><em>by frank stitely<\/em><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/fs18rel\/\"><i>the relentless cpa<\/i><\/a><\/p>\n<p>when i talk with prospective clients in any medium, i lead with tax planning. i don\u2019t care if i\u2019m meeting them, calling them or emailing them. i lead with tax planning. the number one complaint clients have about cpas and tax preparers is a lack of planning. they get tax returns and nothing else.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/10\/10\/stop-clients-from-performing-favors\/\">stop clients from performing \u201cfavors\u201d<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/03\/who-needs-fall-tax-planning-clients-and-you\/\">who needs fall tax planning? clients \u2026 and you<\/a> | <a href=\"\/\/www.g005e.com\/2023\/06\/20\/get-clients-to-bring-tax-docs-early-yes-early\/\">get clients to bring tax docs early&#8230;yes, early<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/21\/why-time-tracking-matters\/\">why time tracking still matters<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/31\/make-fewer-mistakes-increase-revenue-and-capacity\/\">make fewer mistakes, increase revenue and capacity<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/10\/six-ways-to-create-a-millennial-friendly-firm\/\">six ways to create a millennial-friendly firm<\/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\/2023\/10\/17\/keep-clients-from-balance-due-shock\/\">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>the fun part is seeing the reaction when i mention planning. i tell them that they can know the results while there\u2019s still time to change the results. tax season is no longer stressful because they know the answers in advance about refunds and balances due.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/10\/17\/keep-clients-from-balance-due-shock\/#more-116660\" 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%2f2023%2f10%2f17%2fkeep-clients-from-balance-due-shock%2f&amp;t=keep+clients+from+%e2%80%9cbalance+due%e2%80%9d+shock'  ><img  src='\/\/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\/'  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href=\"mailto:?subject=cpa%20trendlines%20:%20keep%20clients%20from%20&#8220;balance%20due&#8221;%20shock&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/10\/17\/keep-clients-from-balance-due-shock\/\" title=\"email this: keep clients from &#8220;balance due&#8221; shock \"><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 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this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>keep clients from &quot;balance due&quot; shock - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2023\/10\/17\/keep-clients-from-balance-due-shock\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"keep clients from &quot;balance due&quot; shock - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2023\/10\/17\/keep-clients-from-balance-due-shock\/\" \/>\n<meta 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