Andrew wrote:Any suggestions what to do about this?
Andrew wrote:It seems that it's worse this year than I have ever experienced before. I have to remind clients many more times about missing information. I chalk it up to the new deadlines. Is this others experience as well? Any suggestions what to do about this?
Bottom Line wrote:Now they're in a panic because they want bank loans and the banker has asked for info.
CPA won't deal with them (or even return their phone calls) until I send the clean QB to him. Ball's now in the client's court.
find another CPA who is more compatible with your own way of dealing with clients.
The thing that I don't understand is the clients. They complain to me about him but don't move on to someone else.
ATSMAN wrote:You may have noticed it is the same people that give you the problems, so change your business plan to deal with these type of clients. This is what I do generally.
1) Give them a check list with deadline and a charge for missing deadline. Believe me it works. Money is a great motivator!
2) If I don't get the data by the deadline it is going on extension (make sure your engagement letter mentions it)
3) Revise your base charge for PITA clients.
4) Fire them if you can't stand them. I have had to use this option only a few times because #1 works 90% of the time. One year one client paid me x2 the regular fee for the privilege of waiting 3 days before filing deadline! That client is still with me and is much more prompt (sometimes requires a text message or e-mail reminder).
Bottom Line wrote:ItDepends - I had my own practice for 20 years. Still did sub-work for the CPA in addition to having my own clients. I sold it in 2016 to an idiot that promptly lost all the clients because he wouldn't contact them. (oh well - his check cleared). As you know, there are good points and bad points to your own biz. That said - semi-retirement is wonderful
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