Tax season, for many CPA firms, is the most stressful time of the year. Although it is often the busiest time of the year, it might help to see this time as an opportunity to grow. Here are a few tips for a smooth (but still busy) tax season. 1. Focus on the client’s wants […]
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Protexure Tips: Tax Season 2014
February 17, 2014Published In: Protexure Tips, Small Firm Tips
Tags: client comes first, client first, customer service, friend clients, friendliness, referrals, stress, tax season | Comments Off on Protexure Tips: Tax Season 2014 -
Protexure Tips: Connecting With Your Clients
October 21, 2013Here at Protexure Accountants, we specialize in Professional Liability Insurance Policies for Small CPA Firms. We consider ourselves advocates for the Small Firm & Solo Practitioner, and we are here to help you make your firm the best it can be. One of the most important aspects of running your firm is connecting with your […]
Published In: Protexure Tips, Small Accounting Firm Resource, Small Firm Tips
Tags: accounting, connections, cpa, protexure tips, referral card, referrals, repeat customer, small accounting firm, Small CPA Firm, Social Media, tax return, thank you card, trust | Comments Off on Protexure Tips: Connecting With Your Clients