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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
المحتوى المقدم من Dan Henn, CPA, CTR™ and Tax Resolution Academy®, Dan Henn, and CPA. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Dan Henn, CPA, CTR™ and Tax Resolution Academy®, Dan Henn, and CPA أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.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 حلقات
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