{"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 “balance due” shock"},"content":{"rendered":"

\"\"<\/p>\n

with just a little advanced marketing, you can get paid year-round and have more satisfied clients.<\/strong><\/p>\n

by frank stitely<\/em>
\nthe relentless cpa<\/i><\/a><\/p>\n

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

more: <\/b>stop clients from performing \u201cfavors\u201d<\/a> | who needs fall tax planning? clients \u2026 and you<\/a> | get clients to bring tax docs early…yes, early<\/a> | why time tracking still matters<\/a> | make fewer mistakes, increase revenue and capacity<\/a> | six ways to create a millennial-friendly firm<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

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.
\n
\ni then launch into some specific planning areas we will explore. this part depends on the new client\u2019s situation. note the term \u201cnew client\u201d instead of \u201cprospective client.\u201d by now the sale is closed. the rest is just showing off on my part.<\/p>\n

i normally start by setting out what i see as the client\u2019s big life priorities, such as retirement and college funding for kids. when you start talking about funding education for their kids, you push parental buttons that are visceral. we might talk about debt reduction as a precursor to taking on their financial priorities.<\/p>\n

financial planning must morph beyond asset management. we must view the entirety of a client\u2019s financial situation. that starts with our very first client contact.<\/p>\n

you get clients to pay you outside of tax season by giving them something valuable \u2013 holistic financial advice, of which tax planning is a big part. i get all emotional over this. i need to take a break and find a box of tissues. i didn\u2019t cry this much when jennifer aniston went on a date with a cpa in \u201cthe break-up.\u201d<\/p>\n

how do we promote our tax planning services? e-blasts and blog posts for existing clients. we don\u2019t send just one isolated e-blast but at least one per week outside tax season. if i remember correctly, we sent 60 e-blasts last year to existing clients. not all of them explicitly promoted tax planning services, but no one can claim we didn\u2019t offer them planning opportunities. the question is only whether they choose to pay us to do it. that\u2019s on them. we don\u2019t create large balances due. they do, and they can avoid them.<\/p>\n","protected":false},"excerpt":{"rendered":"

with just a little advanced marketing, you can get paid year-round and have more satisfied clients.<\/strong>
\n\"\"<\/a>
\nby frank stitely<\/em>
\nthe relentless cpa<\/i><\/a><\/p>\n","protected":false},"author":1362,"featured_media":116663,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_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":[1905,2254,70,1908,2271,2274,3120,3002,9,1906,2246],"tags":[4278,3958,4281,3808,79,4283,3807],"class_list":["post-116660","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clients-and-service","category-growth","category-humor","category-management","category-marketing","category-pricing","category-pro-member-exclusive","category-special","category-strategy","category-tax-practice","category-busy-season","tag-billing-rate","tag-cpa-billing-rates","tag-fee-structure","tag-frank-stitely","tag-marketing","tag-pricing-rates","tag-stitely"],"acf":[],"yoast_head":"\nkeep clients from "balance due" shock - 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