May 20, 2013 14:28
Busy season is the perfect time to learn more about your clients and their businesses. Think back to the conversations you had and what they shared with you. Did they mention any changes or concerns with their life or business? Even if you weren’t able to spend a lot of time with them during tax season, that doesn’t mean you haven’t learned new things about their business. You just finished up completing their tax returns, which hold a great deal of information about a business and its health. Now is the perfect time to leverage that information and offer ways to help.
AICPA President, James C. Metzler, CPA.CITP, CGMA, recently offered a few ideas to help you r... [More]