The no-jerk rule

JOHN NAPOLITANO

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The no-jerk rule

机译：禁忌规则

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Frequently satisfied by merchandising low-ticket items like 1040 preparation, CPAs think that any client who can fog a mirror may be a good PFP client. Even worse, CPAs also feel that it is best to start their PFP service offering with their small clients until they know more about the various subject matters. Starting with the smaller clients is disastrous on many counts. The first is sheer scale. There is no scale in serving your smaller clients. The PFP process is time-consuming and a comprehensive plan may take nearly as long to complete for a small client as for one who really needs your help. The second is that of need. Many of your smaller clients don't need the expertise of a CPA PFP and can get by with a simpler offering from a less sophisticated firm than yours.

机译：CPA经常通过销售低价商品（例如1040准备品）而感到满意，他们认为，任何可以雾化镜子的客户都可能是PFP的好客户。更糟糕的是，注册会计师还认为，最好先与小客户一起开始提供PFP服务，直到他们对各种主题有所了解。从较小的客户开始，在很多方面都是灾难性的。首先是绝对规模。服务较小的客户没有规模。 PFP流程非常耗时，对于一个小客户而言，完成一项全面的计划可能需要花费几乎与真正需要您帮助的时间一样长的时间。第二是需要。您的许多小型客户不需要CPA PFP的专业知识，并且可以从比您更复杂的公司那里获得更简单的服务。

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《Accounting today》 |2013年第6期|22-23|共2页
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JOHN NAPOLITANO;
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The no-jerk rule

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