[IMGCAP(1)]Accountants who meet with business clients to deliver tax returns during busy season are understandably pressed for time and attention. These brief meetings, however, are an important part of developing and cementing your role as a trusted advisor, and they can pave the way for cross-selling additional services to existing clients.
As Brian Hamilton, chairman of Sageworks, has noted, one of the most difficult aspects of being an entrepreneur is the sense of isolation and loneliness that many business owners have as a result of a lack of peers or reference groups that can provide them feedback. While most workers have colleagues and most students have peers, business owners often lack a reference group on the job so that they can test ideas or receive reinforcement that they’re taking the best steps for the firm.
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