The CPA who waits...​

There’s this not-so-funny thing that happens all the time in the accounting world:

The client thinks:
"Ugh, I hate when my CPA tells me in March about five ways I could have saved on taxes—if only I had called her earlier."

Meanwhile, the CPA thinks:
"I hate when my client shows up in March, and I have to tell him about five things he could have done—if only he’d called me."

 
 

Wish you could break this cycle?
In Peak Freedom, we make client work more proactive and less reactive, so you have a much better experience working with your clients, and they have a much better experience working with you.
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$197/mo

 
Geraldine Carter