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

  • 2024/08/29
  • 再生時間： 21 分
  • ポッドキャスト

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

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  • 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
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あらすじ・解説

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
続きを読む 一部表示

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