Transcribed

Good Client vs. Bad Client

good client Obad client how to know which clients to fire and which clients to hold on to. KEEP EM presented by SmartCenter grateful clients clients who make referrals clients who are easy to work with please thank you! DITCH EM disorganized clients clients who procrastinate APRIL 15 CLÓSED clients who don't pay on time INVOICE lou clients who don't keep up with technology disrespectful clients O$#/ smart center ybmsmartcenter.com | @ybmsmartcenter

Good Client vs. Bad Client

shared by SmartCenter on Jun 26

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Your job as a tax preparer is to provide the most value and the best possible service to your clients. But not all clients are created equal. Some clients are philosophically opposed to the way you do... business. No matter what you do, you can't make them happy, and they are constantly breaking your rules. When that happens, it's time to part ways. Check out our latest infographic, Good Client vs. Bad Client - how to know which clients to fire and which clients to hold on to. Use this guide to determine which clients you should foster deeper relationships with and ask for referrals, and which clients you should be referring to another tax preparer.

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SmartCenter