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Retraining Clients When You’ve Taught Them to Abuse You (aka Preventing Costly Schedule Disruptions)

Retraining Clients When You’ve Taught Them to Abuse You (aka Preventing Costly Schedule Disruptions)

Many CPA firms lament clients not being ready for them when they show up for audit fieldwork. (This post uses audit as an example, but the concepts apply to tax, consulting and a zillion other types of projects.) I can’t blame a firm for being frustrated when the team arrives for fieldwork and the advance PBC (prepared-by-client) list has not been completed. It’s expensive and it’s disruptive. And let’s face it, it’s inconsiderate and unprofessional. But is it partly our own fault?

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