How Will You Identify Opportunities During Tax Season to Serve Clients?

Source: Possibilities for CPA Firm Leaders

As part of your tax season planning remember to think about bringing added value to your clients. Following are questions asked by Rita Keller, shareholder with Brady Ware, a regional CPA firm, and consultant, speaker and author on CPA firm management.

• Do all staff members know what to look and listen for while at a client’s facility?
• Do they know all the firm’s services?
• Do they recognize opportunities for cross-selling?

Brady Ware discussed these at a recent lunch and learn session. Staff members were provided with a list of questions to ask to be sure they are bringing value to clients. The questions seemed to increase staff confidence.

You can obtain a copy of these questions by e-mailing [email protected].

From Possibilities for CPA Firm Leaders, http://cpamanagement.blogspot.com/.

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