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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
Dan Henn, CPA, CTR™ and Tax Resolution Academy®, Dan Henn, and CPA द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Dan Henn, CPA, CTR™ and Tax Resolution Academy®, Dan Henn, and CPA या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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 एपिसोडस
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