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November 2018 » It's Time to Fire Bad Clients
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Jason L. Ackerman, CPA/CGMA, CFP
Every year on October 15, clients send this author's firm information late into the afternoon, expecting the CPAs to finish their individual tax returns by the extension deadline. The staff has to scramble to finish up returns that could have been completed months earlier if not for the client's procrastination. Everyone, from the administrative staff to tax preparers, complains about these clients, yet year after year management continues to let it slide. Not anymore; this is the last year the author's firm will allow this to happen, and the following strategies will be deployed in the future to prevent the slackers from stressing out the firm at the last minute.
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