Recently I wrote about reasons to start planning tax season now. »
A recap:
1. End overworking
2. Optimize pricing
3. Optimize client roster
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Two more:
– more time to identify clients who might benefit from meeting with you before year-end
– more time to communicate to those clients and get meetings scheduled
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Add reason #4 to the list: Optimize clients’ results.
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CPAs who have made the above changes report similar experiences, which sound roughly like, “I make the same money working half as much. And client relationships are much better.”
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PS – Webinar – Part 3: Design Your Calm, Profitable Tax Season
Tuesday | Aug 1st | 11am ET
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