387 The Argument To Deliver Client Work With a VIDEO
Jason On Firms Podcast
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Proactive Client Engagement and Building Professional Networks
This chapter highlights the importance of proactive client engagement and structured planning in managing client work within a tax environment. It discusses the challenges faced by new practitioners in establishing solo practices, emphasizing the value of community connections and referral networks. The conversation also touches on the necessity of setting boundaries with clients and fostering proactive habits to enhance project management and reduce stress during tax season.
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