I think I'd be wounded if one of my clients went elsewhere to get a second opinion on my work. The foundation of a successful relationship with any professional is ... trust.
Image courtesy of Pixabay.com A few years ago I wrote about how annoying it was to get text messages from clients. The incessant “how r u coming w r txs?” texts drove me crazy. Those kinds of texts still do drive me crazy, but as time has passed, I’ve softened my stance on texting. To [...]
Image courtesy of user Geralt on Pixabay.com It's the first week of May and I'm finally getting around to writing my annual tax season recap. That should tell you how my tax season went. Oprah Crap A few years ago, I included a personal anecdote in a blog post, and someone wrote to me [...]
It’s easy for the “consultants” and “experts” to say accountants should provide proactive advice. They make it sound like we’re doing our clients wrong by not being proactive. But it’s a two-way street. There’s only so much the accountant can do if the client won’t act on your advice.