{"id":51723,"date":"2017-04-11t14:28:05","date_gmt":"2017-04-11t18:28:05","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=51723"},"modified":"2017-08-06t11:44:44","modified_gmt":"2017-08-06t15:44:44","slug":"11-questions-tax-clients-year-round-billings","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/04\/11\/11-questions-tax-clients-year-round-billings\/","title":{"rendered":"11 tax client questions for year-round billings"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-35836 alignright\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096-290x290.jpg\" alt=\"question marks\" width=\"290\" height=\"290\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096-290x290.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096.jpg 100w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096-150x150.jpg 150w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096-145x145.jpg 145w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096-190x190.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096.jpg 480w\" sizes=\"(max-width: 290px) 100vw, 290px\" \/><strong>how to identify post-busy season projects.<\/strong><\/p>\n<p><a href=\"\/\/www.g005e.com\/author\/christian\/\"><em>by blake christian<\/em><\/a><\/p>\n<p>while most cpas and staff are in survival mode during busy season, the weeks following tax day offer\u00a0excellent opportunities for cpas to identify challenges and opportunities, and begin inventorying projects to complete now that the rush has ended.<\/p>\n<blockquote><p>more tax practice:\u00a0<a href=\"\/\/www.g005e.com\/2017\/04\/09\/lesson-basis-taught-us-almond-trees\/\">a lesson in basis taught to us by almond trees<\/a>\u00a0 | \u00a0<a href=\"\/\/www.g005e.com\/2017\/04\/06\/end-tax-revenue-roller-coaster-4-season-practice-model\/\">how to end the tax revenue roller coaster with a four-season practice model<\/a>\u00a0 | \u00a0<a href=\"\/\/www.g005e.com\/2017\/03\/23\/five-ways-protect-clients-sleazy-six-tax-season-scams\/\">five ways to protect clients from \u2018the sleazy six\u2019 tax season scams<\/a>\u00a0 | \u00a0<a href=\"\/\/www.g005e.com\/2017\/02\/21\/tax-season-productivity-hacks\/\">tax season productivity hacks<\/a>\u00a0 | \u00a0\u00a0<a href=\"\/\/www.g005e.com\/2017\/02\/18\/sell-bundled-tax-services\/\">how to sell bundled tax services<\/a>\u00a0 | \u00a0<a href=\"\/\/www.g005e.com\/2017\/02\/14\/checklist-46-avoidable-tax-filing-errors-clients-knew\/\">46 avoidable tax-filing errors \u2013 if clients only knew<\/a>\u00a0 | \u00a0<a href=\"\/\/www.g005e.com\/2016\/01\/22\/21-reasons-tax-clients-switch-firms\/\">21 reasons why tax clients switch firms<\/a>\u00a0 |<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #ddb51f\">exclusively for pro members. <\/span><\/strong><span style=\"color: #ddb51f\"><a style=\"color: #ddb51f\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2017\/04\/11\/11-questions-tax-clients-year-round-billings\/\">log in here<\/a> or <a class=\"external\" style=\"color: #ddb51f\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>this time of year generally presents more opportunities to talk directly with your clients\u2014either in person or on the phone\u2014to discuss their business and personal financial matters. reviewing their source documents also provides numerous ways to identify work that they\u2019ll need your help with in the coming year.<\/p>\n<p>when you meet with clients in the weeks after busy season, it can be helpful to develop a short agenda of topics to cover. these can include not only industry and technical issues, but also longer-term operational and personal issues. here is a sampling of questions to consider asking clients\u2014especially those for which you don\u2019t produce monthly financial statements\u2014when you meet with them in the period immediately following busy season.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2017\/04\/11\/11-questions-tax-clients-year-round-billings\/#more-51723\" 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%2f2017%2f04%2f11%2f11-questions-tax-clients-year-round-billings%2f&amp;t=11+tax+client+questions+for+year-round+billings'  ><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\/'  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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%2f2017%2f04%2f11%2f11-questions-tax-clients-year-round-billings%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:%2011%20tax%20client%20questions%20for%20year-round%20billings&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\/2017\/04\/11\/11-questions-tax-clients-year-round-billings\/\" title=\"email this: 11 tax client questions for year-round billings \"><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=\"size-medium wp-image-35836 alignright\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096-290x290.jpg\" alt=\"question marks\" width=\"290\" height=\"290\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096-290x290.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096.jpg 100w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096-150x150.jpg 150w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096-145x145.jpg 145w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096-190x190.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/02\/dreamstime_xs_21177096.jpg 480w\" sizes=\"(max-width: 290px) 100vw, 290px\" \/><strong>how to identify post-busy season projects.<\/strong><\/p>\n<p><a href=\"\/\/www.g005e.com\/author\/christian\/\"><em>by blake christian<\/em><\/a><\/p>\n<p>while most cpas and staff are in survival mode during busy season, the weeks following tax day offer\u00a0excellent opportunities for cpas to identify challenges and opportunities, and begin inventorying projects to complete now that the rush has ended.<\/p>\n<blockquote>\n<p>more tax practice:\u00a0<a href=\"\/\/www.g005e.com\/2017\/04\/09\/lesson-basis-taught-us-almond-trees\/\">a lesson in basis taught to us by almond trees<\/a>\u00a0 | \u00a0<a href=\"\/\/www.g005e.com\/2017\/04\/06\/end-tax-revenue-roller-coaster-4-season-practice-model\/\">how to end the tax revenue roller coaster with a four-season practice model<\/a>\u00a0 | \u00a0<a href=\"\/\/www.g005e.com\/2017\/03\/23\/five-ways-protect-clients-sleazy-six-tax-season-scams\/\">five ways to protect clients from \u2018the sleazy six\u2019 tax season scams<\/a>\u00a0 | \u00a0<a href=\"\/\/www.g005e.com\/2017\/02\/21\/tax-season-productivity-hacks\/\">tax season productivity hacks<\/a>\u00a0 | \u00a0\u00a0<a href=\"\/\/www.g005e.com\/2017\/02\/18\/sell-bundled-tax-services\/\">how to sell bundled tax services<\/a>\u00a0 | \u00a0<a href=\"\/\/www.g005e.com\/2017\/02\/14\/checklist-46-avoidable-tax-filing-errors-clients-knew\/\">46 avoidable tax-filing errors \u2013 if clients only knew<\/a>\u00a0 | \u00a0<a href=\"\/\/www.g005e.com\/2016\/01\/22\/21-reasons-tax-clients-switch-firms\/\">21 reasons why tax clients switch firms<\/a>\u00a0 |<\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #ddb51f\">exclusively for pro members. <\/span><\/strong><span style=\"color: #ddb51f\"><a style=\"color: #ddb51f\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2017\/04\/11\/11-questions-tax-clients-year-round-billings\/\">log in here<\/a> or <a class=\"external\" style=\"color: #ddb51f\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>this time of year generally presents more opportunities to talk directly with your clients\u2014either in person or on the phone\u2014to discuss their business and personal financial matters. reviewing their source documents also provides numerous ways to identify work that they\u2019ll need your help with in the coming year.<\/p>\n<p>when you meet with clients in the weeks after busy season, it can be helpful to develop a short agenda of topics to cover. these can include not only industry and technical issues, but also longer-term operational and personal issues. here is a sampling of questions to consider asking clients\u2014especially those for which you don\u2019t produce monthly financial statements\u2014when you meet with them in the period immediately following busy season.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2017\/04\/11\/11-questions-tax-clients-year-round-billings\/#more-51723\" 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%2f2017%2f04%2f11%2f11-questions-tax-clients-year-round-billings%2f&amp;t=11+tax+client+questions+for+year-round+billings'  ><img  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href=\"mailto:?subject=cpa%20trendlines%20:%2011%20tax%20client%20questions%20for%20year-round%20billings&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2017\/04\/11\/11-questions-tax-clients-year-round-billings\/\" title=\"email this: 11 tax client questions for year-round billings \"><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":2179,"featured_media":51726,"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":[1905,1363,3120,1906],"tags":[],"class_list":["post-51723","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clients-and-service","category-featured","category-pro-member-exclusive","category-tax-practice","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>11 tax client questions for year-round billings - 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\/2017\/04\/11\/11-questions-tax-clients-year-round-billings\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"11 tax client questions for year-round billings - 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\/2017\/04\/11\/11-questions-tax-clients-year-round-billings\/\" \/>\n<meta property=\"og:site_name\" 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