Practice Tip - Two weeks to a new tax year

There are less than two weeks left before the new tax year. But this is not a column on tax. This is a column on practice management, but in most firms the two issues are inextricably linked. I happen to think that is even more the case now we have practice assurance in place for many more firms.

The new tax year is a perfect opportunity to do three things:

1. to cull clients
2. to tell clients what you expect of them in the coming tax season;
3. to remind them of your terms of engagement.

Since I've said lots about culling clients of late I'll say no more now.

Continued...