Streamline your document processes with airSlate SignNow's customer development funnel for accounting and tax

How to create outlook signature

you ever on board that new client get a couple months into it and think what have i done i saw it coming and i still let it happen [Music] [Music] so here's a roundup of 18 red flags to avoid when you're talking with a new potential client hey good morning hey hello hi can you see me nope hey that's that's all right don't hurt yourself so did you i sent you an upload link to send over your prior tax return did you do that ah no so was that where do i click for that it was it was just in that email you think i sent those instructions for fun in my experience if they can't read the manual when it comes to doing the basic stuff it's not going to be good when it comes to the hard stuff hey good morning hello can you hear me yep i've got you is that are you at a grocery store yep just running a few errands had a bunch of stuff i had to get what have you got well like my email said this is a discovery call for us to get to know each other a bit would you like to round up to seven dollars and donate to llc owners international today and take a look at your you know you want to just do this another time or just never if it's immediately clear that what you're doing for the person is an afterthought for them and i can hardly be bothered to give you the time of day it's just not going to be good if it's clear they don't care about what you do then you're never going to feel appreciated so i notice you don't run any payroll but you've got like 600 000 in contract labor yep is that well do you that's just how we do it we've done it that way from the beginning yo we've always done it that way or that's just not how i do things who the hell are you and why are you asking me for i advice everything that you do on your site but all i need is just the annual tax return just the once a year then yep just the k1 i've got a plan for everything else the old form filler paradox i just need you for this one very specific thing the implication there being that your expertise won't inform what they actually need because they've already got that all figured out dear sir or madam i have a small business and would like to know the cost of your services regards peter walterman like you're a mcdonald's listen peter cost matters but it isn't consideration number one and when they don't give you any sort of context size of the business what they think they need anything to frame the scope you know they fundamentally don't understand how that sort of thing works i have a little side business but i've got all the accounting put together it should be pretty simple okay what system are you using for your accounting oh it's all here [Music] my experience my ex is simple usually means one of three things i expect it to be cheap i don't want your advice or i know what i'm doing just fill out the forms for me listen here bub i'll be the one to tell you whether it's simple okay guy but the fact you're leading by convincing me that it's simple tells me you're up to no good well thanks i'm really looking forward to this hey while i've got you what's your cell phone number it's not that a client can never have your cell phone number it's just that asking for it on the first date's coming out a little strong and in a world where it's getting harder to create boundaries any signal from the client that they aren't interested in respecting yours it's a red flag for me i didn't feel like my last account was really thinking outside the box for me you know what i mean no i don't know what you mean but if you think i'm going to put my professional heidi on the line for your personal game you got another thing coming great so tell me about what your business got up to this year yeah but first thing we need to do is to file last year's tax return i had this other partnership that we need to file from 2019 then i think we should file my 2016 return because i think i'm getting some money back i can't remember if i filed 2018 or not when you're first courting a new client you've got limited information on which to make decisions they may not be a deadbeat they're probably a deadbeat and assuming anything less is a gamble that you are on the wrong side of my friend but i'll tell you what isn't it gamble uncat the sponsor of this video yeah that's a thing you've probably seen me talk about uncat already if you haven't check out this demo i did of it already but i'm cat's just a fresh breath there and age when we spend our days hunting down clients for trivial information uncapped watches accounts in your ledger uncategorized expense for example and anytime you drop transactions in there it's going to notify your client automatically have them pop in on cat and give you more information no need for them to log into the accounting system or even log into uncapped for that matter it's just an easier way to track down categorization you know learn more over at uncat.com nothing to do with cats so i worked up my tax return on turbo tax and i just wanted to see if you could look at the numbers and review it and maybe yo let me see if the number you give me is as big as the number i got this isn't an either or proposition i'm not going to review your turbo tax return if you fancy yourself a tax preparer please visit our careers page okay sounds good i'll have the team reach out to get a retainer set up hold on a what a what a retainer [Music] deposits are actually a great way to suss out just how happy that person will be to give you their money do you need that deposit as a crucial for your business probably not but it's great filter to weed out the sticklers because if they won't part with that money now when they need something from you what makes you think they're going to do it later so my stuff is pretty simple and my last accountant was charging me way too much ah who was your last accountant yeah it's the guy down by the food trucks he has his little rv does his tax work out of when they say both my stuff is simple and the fees were too high unless they're coming from regional or big four usually means they just don't understand how complex their work is and frankly i don't want to have to be the person to help them understand now here's what i don't want give it to me i don't want to be moved around your firm talking to other people other than you well i've got a support team that helps move our projects forward i definitely don't do it all myself only want to work with one person i have a special price for that type of client and that prices go somewhere else great to meet you tell me a bit about your business yeah so uh well my real question is is if we start taking payment in bitcoin does that mean we have to nope here's the thing when that person keeps pushing for an answer on a very specific question as soon as you give them that answer you're never going to hear from them again they want a bit of free advice and they'll be on their way and that's good for them but that's not good for you so how did he find our firm well i've been working with this other guy for a while but he told me it'd be best to look for a new firm so did they retire or no to be honest i'm not sure why and i don't want to find out it just seemed like every year we're getting these big increases in fees welcome to professional services this is a big one and you want to be careful you aren't just collecting the price sensitive clients from every other firm in town when those other firms increase prices otherwise before you know it you'll have collected all the cheapskates and temp listen i'm here because i don't like paying tax you don't like paying tax do you that's why i left my last guy yeah this guy's usually a friend of the creativity guy you like the color outside the lines i just been having a heck of a time finding an accountant that'll work for us we've gone through three in five years there are a lot of bad accountants out there there actually are and this might be a reasonable person but when you're making decisions on limited information it can be easy to think oh this time it'll be different we'll solve their problems yep you probably want them there you go 18 red flags what did we miss check out the comments for more red flags and thanks to logan graph for joining in on the fun be sure to check out his youtube channel it is totally not bad and if you're looking for a way to automatically weed out those red flag clients check out this automated client intake video i did all right gonna do some multiple takes cause i'm not sure exactly what you're trying to get the motion yep yep yep look at that wow so you won't stop messaging me jeremy specifically won't stop messaging me yeah but maybe we should do that too green everything is hard nope i heard that if you file singly that's better focus just to focus on stuff that's like this top middle third as soon as i get out here your eyeballs just start bleeding it takes logan forever to say anything yeah the first thing we need to do [Music] you