Using client continuance strategies to control busy season
On this episode of the Small Firm Philosophy podcast, you’ll hear a clip from the AICPA’s November 18th Town Hall series featuring the AICPA’s Lisa Simpson, VP of Firm Services, Carl Peterson, VP of Small firms, Bill Pirolli, AICPA Chair and CPA.com’s CEO Erik Asgeirsson. This panel of experts discuss client acceptance and continuation decisions small firms can make before busy season.
Resources mentioned in this episode:
- Surviving Tax Season Checklist
- Client continuance evaluation tool
- Client acceptance evaluation tool
- Client termination practitioner checklist and notification letter
This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email pcps@aicpa.org and schedule a free webtour.
Register for the next AICPA Town Hall series.
Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.