How To Deal With Last-Minute Clients

Journal of Accountancy - By Sarah Ovaska-Few

September 2019

“Ryan Hagan, CPA, the managing partner of Altruic Advisors, a virtual accounting firm focused on serving not-for-profit organizations around the country, started in public accounting 22 years ago. At that time, many of his clients came in right before a tax deadline, often with complicated situations that increased the chance of delay.

But now cloud-based accounting software allows accountants and their clients to interact year-round. At Hagan's firm, clients can upload documents anytime, and both they and Hagan's accounting staff can get real-time assessments of where audits, tax returns, or other reports stand. Clients also get checklists so they can clearly see what they need to do for Hagan's team to do their work.” Read More →