"I just have a quick question.
"This will only take a minute."
"Have you ever heard of XY or Z? Should I be doing that?"
"Can you show me how to do this?"
"It was only a quick question and you're going to bill me for that?"
You have certainly heard it all. As you move into year-end and tax season prep, now is a great time to set or reinforce boundaries with your clients.
If you're looking for some guidance, check out this white paper—"7 Key Areas to Strenghten Client Boundries"—from Rewind. Written by Nayo Carter-Gray of 1st Step Accounting, it offers some great tips on setting expectations, boundaries and letting clients go.
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