• Ep 8, S 2 - Get Friggin' Paid and how to deal with the "But you didn't tell me that!" Client

  • Aug 29 2024
  • Length: 21 mins
  • Podcast

Ep 8, S 2 - Get Friggin' Paid and how to deal with the "But you didn't tell me that!" Client

Listen for free

View show details

  • Summary

  • 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
    Show more Show less
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Ep 8, S 2 - Get Friggin' Paid and how to deal with the "But you didn't tell me that!" Client

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available