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5 Tax Season Tactics to Grow Client Advisory Services

CPA Practice

Mention a broad solution (payroll management, for example) and ask if they would like to book an appointment now to work on resolving their challenge after tax season. Separate planning sessions from work sessions: Co-mingling tax planning and tax preparation ultimately provides less value to the client and reduced revenue for your firm.

Tax 106
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How Much Does a CPA Cost?

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At the same time, handling your own accounting might seem like a convenient way to cut down your business expenses, but that can be a dangerous approach to take. You may soon discover that tax preparation takes a considerable amount of time and attention, both of which could be better spent on growing your business. per hour.

CPA 88