How to Get Through to a CPA—It Ain’t Easy!
Apr 4, 2016
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By Debra Taylor, CPA/PFS, JD, CDFA
Developing relationships with CPAs can be frustrating if you don’t know how they tick. This overview of their professional expertise, pain points, demographics, and attitudes can provide some helpful insights on how to tailor your approach to CPAs and get the best referral results.