About 80% of our clients eventually have us do tax returns. At the signing of the engagement that percent is closer to 60%. Of our Canadian clients, we do not do any of their tax returns.
I don't get it. He mentioned to not be a sales person and be a "thought leader" - but if you are new and just starting out its 100% sales. Thought Leadership doesn't happen over time, if you need sales you need to do sales period.
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This video is pure gold. Can't believe it only has 700 views.
I am learning so much from watching your videos. Thank you so much for sharing this amazing source of information. This one is quite helpful.
Glad you find them helpful!
Very informative. Can i get presentation slides. Thanks
Very good explanation
Very good and effective video.
Thank you!
CA Sumit Bhutada
Most welcome
thanks for the video - how did you go about discovering and choosing the tools like LivePlan and Planguru vs some of the other offerings?
Hi, Steven! Great question, here's an episode where we discussed what we look at and consider for our vendors. ua-cam.com/video/zmi86IFwxVM/v-deo.html
What if you are not a CPA yet and you plan on being one eventually. Can you outsoure the tax returns to a CPA for signature? What would you do?
You can outsource the tax returns, or not include tax returns in your offering.
About 80% of our clients eventually have us do tax returns. At the signing of the engagement that percent is closer to 60%. Of our Canadian clients, we do not do any of their tax returns.
I don't get it. He mentioned to not be a sales person and be a "thought leader" - but if you are new and just starting out its 100% sales. Thought Leadership doesn't happen over time, if you need sales you need to do sales period.