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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
תוכן מסופק על ידי Dan Henn, CPA, CTR™ and Tax Resolution Academy®, Dan Henn, and CPA. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Dan Henn, CPA, CTR™ and Tax Resolution Academy®, Dan Henn, and CPA או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.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
19 פרקים
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