Level 11
12-20-2021
11:52 AM
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I'm perfectly open to meeting in person, but anyone wishing to do so we'll have to travel about 1000 miles.
Last year we learned how to work remotely and we're doing it again. The office is in NJ but I'm spending the winter in Fl... not going home til the snow melts or 4/16, whichever is later.
Clients don't seem to mind... and it's not like I'm offering the option.... They can mail, fax, email, intuit link, or drop off their information at the office to be scanned (anything except texts). .
If they need an appointment, I set one up after I've reviewed their paperwork (and tell them what documentation they've neglected to send initially.
If at first you don’t succeed…..find a workaround