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Ep 8, S 2 - Get Friggin' Paid and how to deal with the "But you didn't tell me that!" Client
Manage episode 436857218 series 3558479
محتوای ارائه شده توسط Dan Henn, CPA, CTR™ and Tax Resolution Academy®, Dan Henn, and CPA. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Dan Henn, CPA, CTR™ and Tax Resolution Academy®, Dan Henn, and CPA یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In this episode, the Dan Henn, CPA, CTR™ focuses on best practices for communication and documentation in the tax representation field. He emphasizes the importance of reducing verbal communications to written form to avoid disputes. He suggests using emails, letters, and recordings to accomplish this task.
Dan Henn, CPA, CTR™ also provides strategies for securing payments upfront, highlighting the necessity of engagement letters and retainers to ensure that tax professionals are compensated fairly for their work. Practical tips for explaining client obligations and protecting oneself from legal action are also discussed.
00:00 Introduction and Today's Topic
00:50 Importance of Written Communication
04:26 Examples and Scenarios
10:19 Getting Paid: Strategies and Tips
19:58 Conclusion and Final Thoughts
17 قسمت
اشتراک گذاری
