A Tough Conversation Between Advisor and CPA

A Tough Conversation Between Advisor and CPA

Memphis: “I’ve sent this CPA three referrals and taken him to lunch five times, but I’m not getting anything in return,” complained Mike on a recent coaching call.  He continued, “I think today’s lunch will be our last.”

We’re sure many of you have shared similar feelings when working with CPAs.  Strategic alliances with CPAs gets more attention and frustration than any other topic in the industry.  You might even wo

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