The Complimentary Client Review (CCR) has been amazing. We’ve done a lot of them and they’ve actually become a standard on our proposals this year. I love systems and structure because what I’ve found is, you do the Complimentary Client Review and A. find out more about the client, B. you find out more about what’s going on and C. you leave always having another job to do.
I have never done a CCR that I have not got more work out of. Clients don’t just want their tax return anymore. The people here have to be business advisors. The reality is, that’s where the accounting industry is going.