The best people to ask about your performance are your team

Stop the madness! How not to repeat last tax season

How are you making your Firm its #1 Client?

Hello.  I presented a webinar to a group of firms last week which included a polling question asking them to respond to the question about which Profit Driver they need to focus on the most.

Interestingly, 60% (Wow!)of the firms responded we need to work on Making our Firm the #1 Client, which leads me to a question for you and your firm as you think about and prepare for next tax season:

  • What practices are you employing that are Making the Firm the #1 Client?
  • What practices are you employing that are NOT Making the Firm the #1 Client?

As a reminder, the best people to ask are your team members!

Related article: Stop the madness! How NOT to repeat last tax season!

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