{"id":23294,"date":"2021-07-14T08:00:20","date_gmt":"2021-07-14T13:00:20","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=23294"},"modified":"2021-06-23T10:30:03","modified_gmt":"2021-06-23T15:30:03","slug":"a-proactive-approach-to-client-service","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/a-proactive-approach-to-client-service\/","title":{"rendered":"A proactive approach to client service"},"content":{"rendered":"

What does it look like to be proactive instead of reactive? I think one of the best ways I have heard it described is when a client says they have the feeling that they have a tax and accounting professional in their corner fighting for them.<\/p>\n

A few months ago, I had a potential client come to me asking for help, after having gone through two CPAs in 18 months. During our initial conversation, two phrases they said stuck out to me \u2013 the one above and that they just want to feel like they have a CPA who cares about their business.<\/p>\n

The client was a two-man operation. Two years into their business, they had grown to 26 employees spread across 12 different states, with the same original two founders managing everything from their office in Texas. They had hired an office manager\/bookkeeper who was also a part-time bookkeeper for another client of mine. Because the bookkeeper had confidence in my abilities, she said that she would not take the job unless she could have her CPA on retainer helping her out.<\/p>\n

This new client had previously been using a CPA for taxes and a different company for payroll. What were their complaints? First, they could never get in touch with their CPA. It would take five to 10 days for the CPA to respond to their emails or calls. Second, the payroll company they used had sold them on an \u201cupgraded\u201d payroll platform for $13,000, a platform that led to multiple issues for my new client. The upgraded platform was incredibly difficult to navigate \u2013 the payroll company did not have the client\u2019s data readily available to them unless they logged onto two different platforms. When my client asked to go back to the old platform, they refused. And to make matters worse, their sales rep suddenly vanished.<\/p>\n

I came into the situation, worked with the bookkeeper, and quickly reconciled the last eight months using QuickBooks\u00ae Online<\/a>. I uncovered about $70,000 of duplicate, recorded revenue that they would have had to pay tax on if the error hadn\u2019t been fixed. From there, I looked at their payroll setup, and also had a difficult time navigating the new platform. I called their payroll company and tried to work with them to see if the client could get back to the old platform, but the payroll provider was going to charge the client again to put them back on the old platform.<\/p>\n

At this point, I recommended that the client cut their losses and switch to QuickBooks Online Payroll<\/a>. I told the client that I had worked with this payroll program for years and knew it would provide an integrated payroll solution. I also offered to manage the conversion. I had already factored the payroll engagement into my retainer, anticipating they would need this kind of help. Within two weeks, we converted all of the year-to-date information, as well as compiled a list of each state we were registered in with login info and tax IDs, every payroll deductible, and each garnishment, and went live with Intuit\u00ae QuickBooks Online Payroll. The rep was very responsive.<\/p>\n

Once things were cleaned up, it was time to step in with a proactive approach. I make it a practice to call clients at least twice a month just to check in.\u00a0<\/span>I ask how their business is going.\u00a0<\/span>I inquire about any ideas for improvement or growth that they have, and I listen to see if there is anything I can do to help. This client had already started doing business in yet one more state since we last spoke, but because they emailed me about the bid they sent well before they started working in that state, we had everything ready in time on the accounting side. Since we are working so closely together now, we will also be ready for tax time, and plan to use QuickBooks Online alongside Intuit ProConnect\u2122 Tax<\/a>.<\/p>\n

Not everything always runs smoothly! Sometimes I get delayed and need to be reminded about a couple of tasks, but because I check in with the client and ask about the future on a regular basis, I end up getting all the tasks completed at the end of the day, and they know I care about their business \u2013 I\u2019m in their corner fighting for them.<\/p>\n

Creating a proactive vs. reactive practice isn\u2019t difficult \u2013 and I certainly did not invent this approach \u2013 but if more tax and accounting practitioners addressed their clients’ needs before the client even knows they have a need, we would forever hold the esteem of being the trusted advisor.<\/p>\n","protected":false},"excerpt":{"rendered":"

Take a journey with Joe Paddock, CPA, MBA, as he explains a unique perspective on client service.<\/p>\n","protected":false},"author":144649013,"featured_media":23296,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[646041806],"class_list":["post-23294","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management"],"header_image":"","yoast_head":"\nA proactive approach to client service - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/a-proactive-approach-to-client-service\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A proactive approach to client service - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Take a journey with Joe Paddock, CPA, MBA, as he explains a unique perspective on client service.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2021-07-14T13:00:20+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/06\/Proactive-Service.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"381\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Joe Paddock, CPA, MBA\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Joe Paddock, CPA, MBA\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/a-proactive-approach-to-client-service\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/a-proactive-approach-to-client-service\\\/\"},\"author\":{\"name\":\"Joe Paddock, CPA, MBA\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/4955e58ea7dbbbb56475079d8eb0267b\"},\"headline\":\"A proactive approach to client service\",\"datePublished\":\"2021-07-14T13:00:20+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/a-proactive-approach-to-client-service\\\/\"},\"wordCount\":775,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/a-proactive-approach-to-client-service\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/Proactive-Service.jpg\",\"articleSection\":[\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/a-proactive-approach-to-client-service\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/a-proactive-approach-to-client-service\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/a-proactive-approach-to-client-service\\\/\",\"name\":\"A proactive approach to client service - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/a-proactive-approach-to-client-service\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/a-proactive-approach-to-client-service\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/Proactive-Service.jpg\",\"datePublished\":\"2021-07-14T13:00:20+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/a-proactive-approach-to-client-service\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/a-proactive-approach-to-client-service\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/a-proactive-approach-to-client-service\\\/#primaryimage\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/Proactive-Service.jpg\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2021\\\/06\\\/Proactive-Service.jpg\",\"width\":700,\"height\":381,\"caption\":\"Proactive Service\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/a-proactive-approach-to-client-service\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"A proactive approach to client service\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/IntuitAccountants\",\"https:\\\/\\\/x.com\\\/IntuitAccts\",\"https:\\\/\\\/www.instagram.com\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/4955e58ea7dbbbb56475079d8eb0267b\",\"name\":\"Joe Paddock, CPA, MBA\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/5292d3948ba2c329fa1d3fb738d0e5d7cdb5705fb5040657440e37e26c2d5110?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/5292d3948ba2c329fa1d3fb738d0e5d7cdb5705fb5040657440e37e26c2d5110?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/5292d3948ba2c329fa1d3fb738d0e5d7cdb5705fb5040657440e37e26c2d5110?s=96&d=identicon&r=g\",\"caption\":\"Joe Paddock, CPA, MBA\"},\"description\":\"Joe Paddock, CPA, is owner of Paddock Accounting, a 100 percent-remote firm in Dallas, Texas. After passing all four CPA exams and working full time in New York, he relocated to College Station, Texas, and worked as head of the business solutions department at a CPA firm that is in the top 10 percent of U.S. firms. Coming from a family of eight with four brothers and three sisters, he and his brothers hold the national record for the most wins in the country for wrestling. Joe and his wife, Louana, live in Dallas with their dog, Maddie.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/joepaddocktax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"A proactive approach to client service - Tax Pro Center | Intuit","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/a-proactive-approach-to-client-service\/","og_locale":"en_US","og_type":"article","og_title":"A proactive approach to client service - Tax Pro Center | Intuit","og_description":"Take a journey with Joe Paddock, CPA, MBA, as he explains a unique perspective on client service.","og_url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2021-07-14T13:00:20+00:00","og_image":[{"width":700,"height":381,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/06\/Proactive-Service.jpg","type":"image\/jpeg"}],"author":"Joe Paddock, CPA, MBA","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Joe Paddock, CPA, MBA","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/#article","isPartOf":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/"},"author":{"name":"Joe Paddock, CPA, MBA","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/4955e58ea7dbbbb56475079d8eb0267b"},"headline":"A proactive approach to client service","datePublished":"2021-07-14T13:00:20+00:00","mainEntityOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/"},"wordCount":775,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/06\/Proactive-Service.jpg","articleSection":["Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/","name":"A proactive approach to client service - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/#primaryimage"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/06\/Proactive-Service.jpg","datePublished":"2021-07-14T13:00:20+00:00","breadcrumb":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/#primaryimage","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/06\/Proactive-Service.jpg","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/06\/Proactive-Service.jpg","width":700,"height":381,"caption":"Proactive Service"},{"@type":"BreadcrumbList","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/a-proactive-approach-to-client-service\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/taxprocenter.proconnect.intuit.com\/"},{"@type":"ListItem","position":2,"name":"A proactive approach to client service"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/IntuitAccountants","https:\/\/x.com\/IntuitAccts","https:\/\/www.instagram.com\/intuitaccountants\/?hl=en","https:\/\/www.linkedin.com\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/4955e58ea7dbbbb56475079d8eb0267b","name":"Joe Paddock, CPA, MBA","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/5292d3948ba2c329fa1d3fb738d0e5d7cdb5705fb5040657440e37e26c2d5110?s=96&d=identicon&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/5292d3948ba2c329fa1d3fb738d0e5d7cdb5705fb5040657440e37e26c2d5110?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/5292d3948ba2c329fa1d3fb738d0e5d7cdb5705fb5040657440e37e26c2d5110?s=96&d=identicon&r=g","caption":"Joe Paddock, CPA, MBA"},"description":"Joe Paddock, CPA, is owner of Paddock Accounting, a 100 percent-remote firm in Dallas, Texas. After passing all four CPA exams and working full time in New York, he relocated to College Station, Texas, and worked as head of the business solutions department at a CPA firm that is in the top 10 percent of U.S. firms. Coming from a family of eight with four brothers and three sisters, he and his brothers hold the national record for the most wins in the country for wrestling. Joe and his wife, Louana, live in Dallas with their dog, Maddie.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/joepaddocktax\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/06\/Proactive-Service.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-63I","jetpack-related-posts":[{"id":335,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/7-steps-to-giving-bad-news-to-clients\/","url_meta":{"origin":23294,"position":0},"title":"7 Steps to Giving Bad News to Clients","author":"Stacy Kildal","date":"January 15, 2016","format":false,"excerpt":"You wouldn\u2019t think a bookkeeper would have to worry about giving bad news. After all, it\u2019s not like we\u2019re doctors saying, \u201cI\u2019m sorry sir, but you only have six months to live.\u201d Unfortunately, we are frequently in the business of giving bad news. In the last six months, I\u2019ve had\u2026","rel":"","context":"In "Client Relationships"","block_context":{"text":"Client Relationships","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/client-relationships\/"},"img":{"alt_text":"disappointed tax clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/01\/taxpayers-analyzing-paperwork-e1535552430112.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/01\/taxpayers-analyzing-paperwork-e1535552430112.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/01\/taxpayers-analyzing-paperwork-e1535552430112.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":25658,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/ways-to-use-smart-client-management-for-proactive-advisory-services\/","url_meta":{"origin":23294,"position":1},"title":"3 ways to use smart client management for proactive advisory services","author":"Darren Root, CPA.CITP, CGMA","date":"June 3, 2022","format":false,"excerpt":"You already know quite a bit about your clients, so put that knowledge to work to provide the best services in the best possible way. Darren Root, CPA.CITP, CGMA, explains.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Client Management","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/05\/Client-Management.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/05\/Client-Management.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/05\/Client-Management.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/05\/Client-Management.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":13243,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/best-practices-for-building-trust-with-your-clients\/","url_meta":{"origin":23294,"position":2},"title":"Best Practices for Building Trust With Your Clients","author":"Heather Satterley, CPA, MSI","date":"August 22, 2018","format":false,"excerpt":"Discover how to cultivate more meaningful relationships with your clients in this article from Heather Satterley, EA.","rel":"","context":"In "Client Relationships"","block_context":{"text":"Client Relationships","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/client-relationships\/"},"img":{"alt_text":"tax professional with clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":448,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/5-secrets-to-building-great-relationships-with-your-clients\/","url_meta":{"origin":23294,"position":3},"title":"5 Secrets to Building Great Relationships With Your Clients","author":"Diana Mackie Wertz","date":"September 22, 2015","format":false,"excerpt":"We all know it \u2013 clients are the lifeblood of any accounting firm \u2013 but do you understand the true value of building a solid relationship with those clients? Getting to know your clients well will allow you to better serve their needs and discover new opportunities to expand your\u2026","rel":"","context":"In "Client Relationships"","block_context":{"text":"Client Relationships","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/client-relationships\/"},"img":{"alt_text":"tax professional with clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/tax-professional-with-clients-e1535552307798.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/tax-professional-with-clients-e1535552307798.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/tax-professional-with-clients-e1535552307798.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":24539,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-create-a-frictionless-busy-season\/","url_meta":{"origin":23294,"position":4},"title":"How to create a frictionless busy season","author":"Andrew C. Berg, CPA","date":"December 14, 2021","format":false,"excerpt":"How hectic is your busy season? A smoother season is a result of proactive planning, effective use of technology, and motiving your staff. Find out more from Andrew C. Berg, CPA.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Easy Busy Season","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/11\/Easy-Busy-Season.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/11\/Easy-Busy-Season.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/11\/Easy-Busy-Season.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/11\/Easy-Busy-Season.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":22055,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/technology-to-make-your-life-easier-in-2021\/","url_meta":{"origin":23294,"position":5},"title":"Technology to make your life easier in 2021","author":"Darren Root, CPA.CITP, CGMA","date":"January 6, 2021","format":false,"excerpt":"Focusing on your tax firm's front office is just as important as your back office. Implement best practice solutions with help from Darren Root, CPA.CITP, CGMA.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Technology","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/12\/Lightbulb.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/12\/Lightbulb.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/12\/Lightbulb.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/23294","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/144649013"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=23294"}],"version-history":[{"count":6,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/23294\/revisions"}],"predecessor-version":[{"id":23370,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/23294\/revisions\/23370"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/23296"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=23294"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=23294"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=23294"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=23294"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=23294"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=23294"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}