Write-up Do’s and Don’ts The end of a year brings with it housekeeping both real and metaphorical. In the accounting profession, perhaps no housekeeping task is viewed with as much…
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The headaches of end of year client write up clients will commence, but one thing should be clear to every firm: client expectations have changed. Not only are cursory, manual monthly client write-ups no longer enough to maintain a strong relationship with your clientele, in today’s rapid marketplace, they simply take too much time to turn much of a profit.
A decade or two ago, the vast majority of accounting professionals and CPA firms would’ve ranked client write-ups among their most dreaded tasks, especially those of the end-of-year (EOY) variety. When done right, they can provide a client with a snapshot of the previous year in order to help them make better decisions for the coming one.
