Tax Practice Management Series: Client Acceptance

You don’t have to work with everyone that walks in your door or calls you on the phone (even though I know you want to do it).

The webinar is the next part of a new series on Tax Practice Management, Dan Henn, CPA will show you various methods to help you determine which clients you should work with and your warning signs of clients you should not have.

If you find yourself being to nice and kind and want to work with everyone who contacts you, you need to stop yourself now. You need to create parameters that help you choose the RIGHT people to become your clients.

Course Objectives
-Learn questions that you and your staff should ask yourself after you meet with someone
-Learn what a niche is and how it plays into your client acceptance
-Learn the warning signs of a bad client
-Learn the key things for a potential good client

Subject Area: Business Management & Organization
Level: Basic
Preparation: None required.
Prerequisite: None.
Credit: 1.0 CE/CPE hours for CPAs.
This session is not eligible for IRS CE credit.

NASBA Sponsor ID: 140945
Texas State Board of Public Accountancy CPE Sponsor ID 010474

Tax Marketing HQ is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.