Terminating Tax Clients: When, Why, and How (Feb. 18, 1pm ET)
Proper document management within a tax practice is a critical function at many levels. While most tax practitioners would not disagree, they may provide differing descriptions of what they believe constitutes document management. - See more at: http://edit.aicpa.org/InterestAreas/Tax/Resources/practicemanagement/Pages/TaxPowerHour.aspx#sthash.f6QO4JdN.dpuf
We will discuss the importance of conducting regular reviews of client relationships to determine which to continue and which make sense to end. We will also share methods for evaluating each client and how best to disengage, if appropriate.
In this webcast, you will learn:
- Why a regular client base review is integral to the health and viability of a tax practice
- Methods for conducting a review of your firm's existing client base
- Reasons to consider terminating clients
- Techniques for terminating clients