The Power of Recognition

December 21, 2010 in For CPA's and Professional Advisors

As busy season arrives, the focus turns toward long hours, back-to-back client meetings, stacks (or electronic drawers) of files, and the frantic pace of filing deadlines. Unfortunately, the focus too often turns away from those strategic opportunities to sell work, to fill the pipeline for post-tax season, to generate leads, to advance your image and reputation, and to improve the morale of staff. As you ramp up for another tax season, consider the following two opportunities to engage your clients in ways that build your firm for the future.