Latest / Transforming: Tales of Business Evolution
Using client continuance strategies to control busy season
On this episode of the Small Firm Philosophy podcast, you'll hear a clip from the AICPA's November 18th Town Hall series featuring the AICPA's Lisa Simpson, VP of Firm Services, Carl Peterson, VP of Small firms, Bill Pirolli, AICPA Chair and CPA.com's CEO Erik Asgeirsson. This panel of experts discuss client acceptance and continuation decisions small firms can make before busy season.
Resources mentioned in this episode:
Surviving Tax Season Checklist
Client continuance evaluation tool
Client acceptance evaluation tool
Client termination practitioner checklist and notification letter
This…
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