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Kathi_at_Intuit
Employee
08-15-2023
09:12 AM
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Are you thinking of transitioning clients to tax advisory services? Here's a few tips on the type of clients we recommend you begin with.
Finding your ideal client:
- Pick a client that listens to advice that you offer, those who are actively asking you financially related questions
- Think of clients that have pushed business your way and trust you
- Review clients with the best potential savings (Click on this thread to learn how to review potential strategies and savings)
What has worked for you? Share your tips below by pressing the blue Reply button.
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