Practical, plain-language guides on client follow-ups, fees, renewals, proposals and staff work — written for CAs and tax practitioners.
Before, during and after a client meeting: the agenda, the decisions, a summary message within 24 hours and the tasks that follow.
Map each client against your services, spot the gaps and raise them naturally during existing work — within the ICAI Code of Ethics.
What a CA fee proposal should include — scope, deliverables, timelines, exclusions, payment terms — with a sample outline and how to follow up.
Every task needs an owner, a client, a due date and a status. A 10-minute daily stand-up and weekly review for small CA offices.
A renewal register, 30/15/7-day reminders, the fee revision conversation and a ready renewal message for CA and tax offices.
Ageing buckets, a weekly collection review, a polite reminder ladder with ready messages, and when to pause work for unpaid fees.
Follow-ups scattered across WhatsApp, diaries and memory? A one-list system for CA offices: client, next action, date, owner, and a 10-minute daily review.
Five stages from enquiry to signed engagement, what to record at each one, and why the reason you lost a client matters as much as the wins.
