{"id":118567,"date":"2023-10-25t11:55:02","date_gmt":"2023-10-25t15:55:02","guid":{"rendered":"\/\/www.g005e.com\/?p=118567"},"modified":"2024-08-27t17:00:51","modified_gmt":"2024-08-27t21:00:51","slug":"do-you-really-want-that-client","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/10\/25\/do-you-really-want-that-client\/","title":{"rendered":"do you really want that client?"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-56042\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/09\/man-comouter-desk-hammer-on-head-stress-defeat-depositphotos_21708723_xl-2015.jpg\" alt=\"\" width=\"1600\" height=\"1068\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/09\/man-comouter-desk-hammer-on-head-stress-defeat-depositphotos_21708723_xl-2015.jpg 1600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/09\/man-comouter-desk-hammer-on-head-stress-defeat-depositphotos_21708723_xl-2015.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/09\/man-comouter-desk-hammer-on-head-stress-defeat-depositphotos_21708723_xl-2015-600x401.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/09\/man-comouter-desk-hammer-on-head-stress-defeat-depositphotos_21708723_xl-2015-424x283.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/09\/man-comouter-desk-hammer-on-head-stress-defeat-depositphotos_21708723_xl-2015-768x513.jpg 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/09\/man-comouter-desk-hammer-on-head-stress-defeat-depositphotos_21708723_xl-2015-849x567.jpg 849w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>sometimes you should consider saying no.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p>we all want additional business, but sometimes the client should be vetted to determine if it is a good fit for your firm and if there are any danger signs.<\/p>\n<p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2023\/10\/11\/want-more-tax-clients-heres-how\/\">want more tax clients? here\u2019s how<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/04\/bundle-tax-services-and-financial-planning\/\">bundle tax services with financial planning<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/06\/how-to-begin-a-business-valuation\/\">how to begin a business valuation<\/a> | <a href=\"\/\/www.g005e.com\/2023\/08\/16\/how-to-offer-conflict-resolution\/\">how to offer conflict resolution<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/19\/get-your-clients-talking-about-retirement\/\">get your clients talking about retirement<\/a> | <a href=\"\/\/www.g005e.com\/2023\/06\/28\/how-to-assist-investment-clubs\/\">how to assist investment clubs<\/a> | <a href=\"\/\/www.g005e.com\/2023\/06\/07\/when-clients-remarry\/\">when clients remarry<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/17\/seven-questions-to-suggest-estate-planning\/\">seven questions to suggest estate planning<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/26\/four-reason-to-perform-tax-projections\/\">four reasons to perform tax projections<\/a><\/p>\n<p>following is an eight-point checklist that could help you in making a decision to accept the client.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/10\/25\/do-you-really-want-that-client\/#more-118567\" 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%2f25%2fdo-you-really-want-that-client%2f&amp;t=do+you+really+want+that+client%3f'  ><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'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f25%2fdo-you-really-want-that-client%2f&amp;title=do+you+really+want+that+client%3f&amp;summary=%0d%0a%0d%0asometimes+you+should+consider+saying+no.%0d%0a%0d%0aby+ed+mendlowitz%0d%0athe+cpa+trendlines+practice+doctor%0d%0a%0d%0awe+all+want+additional+business%2c+but+sometimes+the+client+should+be+vetted+to+determine+if+it+is+a+good+fit+for+your+firm+and+if+there+are+any+danger+signs.%0d%0a%0d%0amore+on+marketing%3a+want+more+tax+clients%3f+here%e2%80%99s+how+%7c'  ><img  src='\/\/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%2f2023%2f10%2f25%2fdo-you-really-want-that-client%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:%20do%20you%20really%20want%20that%20client?&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\/25\/do-you-really-want-that-client\/\" title=\"email this: do you really want that client? \"><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><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-56042\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/09\/man-comouter-desk-hammer-on-head-stress-defeat-depositphotos_21708723_xl-2015.jpg\" alt=\"\" width=\"1600\" height=\"1068\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/09\/man-comouter-desk-hammer-on-head-stress-defeat-depositphotos_21708723_xl-2015.jpg 1600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/09\/man-comouter-desk-hammer-on-head-stress-defeat-depositphotos_21708723_xl-2015.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/09\/man-comouter-desk-hammer-on-head-stress-defeat-depositphotos_21708723_xl-2015-600x401.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/09\/man-comouter-desk-hammer-on-head-stress-defeat-depositphotos_21708723_xl-2015-424x283.jpg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/09\/man-comouter-desk-hammer-on-head-stress-defeat-depositphotos_21708723_xl-2015-768x513.jpg 768w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/09\/man-comouter-desk-hammer-on-head-stress-defeat-depositphotos_21708723_xl-2015-849x567.jpg 849w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>sometimes you should consider saying no.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p>we all want additional business, but sometimes the client should be vetted to determine if it is a good fit for your firm and if there are any danger signs.<\/p>\n<p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2023\/10\/11\/want-more-tax-clients-heres-how\/\">want more tax clients? here\u2019s how<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/04\/bundle-tax-services-and-financial-planning\/\">bundle tax services with financial planning<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/06\/how-to-begin-a-business-valuation\/\">how to begin a business valuation<\/a> | <a href=\"\/\/www.g005e.com\/2023\/08\/16\/how-to-offer-conflict-resolution\/\">how to offer conflict resolution<\/a> | <a href=\"\/\/www.g005e.com\/2023\/07\/19\/get-your-clients-talking-about-retirement\/\">get your clients talking about retirement<\/a> | <a href=\"\/\/www.g005e.com\/2023\/06\/28\/how-to-assist-investment-clubs\/\">how to assist investment clubs<\/a> | <a href=\"\/\/www.g005e.com\/2023\/06\/07\/when-clients-remarry\/\">when clients remarry<\/a> | <a href=\"\/\/www.g005e.com\/2023\/05\/17\/seven-questions-to-suggest-estate-planning\/\">seven questions to suggest estate planning<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/26\/four-reason-to-perform-tax-projections\/\">four reasons to perform tax projections<\/a><\/p>\n<p>following is an eight-point checklist that could help you in making a decision to accept the client.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/10\/25\/do-you-really-want-that-client\/#more-118567\" 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%2f25%2fdo-you-really-want-that-client%2f&amp;t=do+you+really+want+that+client%3f'  ><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\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f25%2fdo-you-really-want-that-client%2f&amp;title=do+you+really+want+that+client%3f&amp;summary=%0d%0a%0d%0asometimes+you+should+consider+saying+no.%0d%0a%0d%0aby+ed+mendlowitz%0d%0athe+cpa+trendlines+practice+doctor%0d%0a%0d%0awe+all+want+additional+business%2c+but+sometimes+the+client+should+be+vetted+to+determine+if+it+is+a+good+fit+for+your+firm+and+if+there+are+any+danger+signs.%0d%0a%0d%0amore+on+marketing%3a+want+more+tax+clients%3f+here%e2%80%99s+how+%7c'  ><img  src='\/\/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>\n<li 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want that client? \"><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":1341,"featured_media":56042,"comment_status":"closed","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":[1908,3120,3002],"tags":[],"class_list":["post-118567","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-management","category-pro-member-exclusive","category-special","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - 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