Set The Expectation For Your CPA Firm Clients
In talking with several clients last week, I heard some old, familiar stories. Things like: “October 15th went well except for a handful of clients.”
Rita Keller is a nationally known CPA firm management consultant, speaker, author, mentor and blogger. She is a former shareholder and administrative partner in a successful, regional CPA firm and has over 30 years hands-on experience in CPA firm management, marketing, technology and administrative operations. She works with firms across the country focusing on people, partners and internal management issues.