The Wallet Share War

For CPAs: Dos and Don’ts For Firing Unwanted Clients


Listen Later

Before letting low-billing tax preparation clients go in favor of more robust client relationships, tax pros should carefully assess the potential in every relationship. Here are some do and don'ts to make sure you don't inadvertently say good-bye to real long-term value.
...more
View all episodesView all episodes
Download on the App Store

The Wallet Share WarBy Dave O'Rourke