CPAsDavid Goncalves
When Should a CPA Hire Help for the Website and New-Client Intake?
Hire intake help when the inbox crowds out signed work and the page already says what an inquiry is. You still sign the engagement.
CPAs
CPAsDavid Goncalves
Should a CPA Market Year-Round Advice or Seasonal Filing?
Lead with year-round advice or seasonal filing, matching the work you want next. The page and the calendar should name the same relationship.
CPAsDavid Goncalves
How Should a CPA Explain the Difference Between a Question and an Engagement?
A question checks whether work might fit. An engagement is the scoped work you accept after that. The page and the reply should draw the same line.