Using client continuance strategies to control busy season
Small Firm Philosophy
English - January 13, 2022 13:50 - 22 minutes - 30.7 MB - ★★★★★ - 4 ratingsNon-Profit Business News Business News business cpa cpas firm accountant accounting aicpa finance firms small Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
On this episode of the Small Firm Philosophy podcast, you’ll hear a clip from the AICPA’s November 18th Town Hall series featuring the AICPA’s Lisa Simpson, VP of Firm Services, Carl Peterson, VP of Small firms, Bill Pirolli, AICPA Chair and CPA.com’s CEO Erik Asgeirsson. This panel of experts discuss client acceptance and continuation decisions small firms can make before busy season.
Resources mentioned in this episode:
Surviving Tax Season Checklist Client continuance evaluation tool Client acceptance evaluation tool Client termination practitioner checklist and notification letterThis episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email [email protected] and schedule a free webtour.
Register for the next AICPA Town Hall series.
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