A 🧵:
1/x
Aspiring and new tax firm owners are likely accustomed to having tax research resources provided by their former employer. They’re accustomed to walking down a hall or texting with a colleague or boss who has experience and expertise.
2/x
A tough-love 🧵on why CPAs aren’t referring you business:
1. For starters, stop calling us “CPAs”. It’s our own industry’s fault, I know, but “CPA” is a license and it doesn’t tell you what that person actually DOES. Also, know that we’re often not location-specific like, say, attorneys tend to be.
