Preparing for panicked potential clients

January 10, 2020

As the April and October tax deadlines loom closer, CPAs often find themselves besieged by requests for last-minute help and advice. There are several ways CPAs can conserve billable hours while courting potential new clients during busy season, but it’s best to plan for them now.

CPAs can resist giving free advice, design a preset email for inquiries, set up e-pay options and raise their fees closer to the filing deadline. Find more strategies here.


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