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Post-Busy Season Success: A Review Process for Accountants and CPA Professionals
Post-Busy Season Success Bill Baylis Post-Busy Season Success Bill Baylis

Post-Busy Season Success: A Review Process for Accountants and CPA Professionals

Bill Baylis congratulates accountants and CPA professionals for making it through another busy season and encourages them to review the process, learn from it, and use the tax returns as a tool to help their clients take advantage of tax laws and personal finances. He suggests having a post-busy season review with clients and using discovery to improve client value, which can be done by mining the database and having effective controlled business conversations.

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Controlled Business Conversation Thought: The Power of an Opening Statement
Controlled Business Conversation Bill Baylis Controlled Business Conversation Bill Baylis

Controlled Business Conversation Thought: The Power of an Opening Statement

Bill Baylis discusses the use of an opening statement in controlled business conversations. The opening statement acts as a roadmap to give the speaker complete control of the conversation and helps move from casual conversation to a real discovery conversation, ultimately helping clients achieve what they want from their business or lives.

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