{"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":"

\"\"<\/strong><\/p>\n

sometimes you should consider saying no.<\/strong><\/p>\n

by ed mendlowitz<\/i>
\nthe 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n

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

more on marketing: <\/b>want more tax clients? here\u2019s how<\/a> | bundle tax services with financial planning<\/a> | how to begin a business valuation<\/a> | how to offer conflict resolution<\/a> | get your clients talking about retirement<\/a> | how to assist investment clubs<\/a> | when clients remarry<\/a> | seven questions to suggest estate planning<\/a> | four reasons to perform tax projections<\/a><\/p>\n

following is an eight-point checklist that could help you in making a decision to accept the client.
\n<\/p>\n

things to consider when accepting a new tax client and establishing a fee arrangement<\/strong><\/p>\n

this is a very subjective area. this listing should be used as a guide but is not definitive and would include particular issues you are concerned with.<\/p>\n

    \n
  1. higher income amounts create greater responsibility for the preparer. we are responsible for our errors and with higher amounts, they can cause greater damages. to some extent we are \u201cinsurers\u201d of loss from our human errors.<\/li>\n
  2. how demanding client will be. consider whether client<\/li>\n<\/ol>\n