Q. As we approach yet another tax season (didn’t we just finish the last one?) I am dreading all the work I will have to do to accommodate a large group of individual 1040 tax clients. Not only are these clients not that profitable, but they are also a source […]
Ask the Coach
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Q. I have just been nominated for partnership at my firm. Although I consider this an honor after many years of hard work – I must admit feeling very trepidatious about accepting …. I feel I am “going in blind” as they say – I have no details of this […]
Q. How Can I Cultivate Stronger, Sustainable Relationships with My Clients (especially during these challenging times during the pandemic)? Here are three easy tips to help you connect with your clients to keep them engaged and loyal to you for years to come: I. Show Interest and Genuine CARING for […]
Q. How Can I Keep My Team Engaged During These Uncertain Times? A. This has been the most common and widespread concern of CPA and attorneys. Professionals at all levels are uncertain about their job security, financial future, and the emotional states of family and friends. These genuine concerns are […]