roleplaying the in-person meeting with your client.
a. How will you prepare for this meeting? Include your choice of attire, length of the meeting, and anything else you think is important.
b. As the accounting manager, greet your client.
c. Now start the meeting. You know that your client wants to decide on the specific donations the company will make and hear from you how this will decrease tax liability. Show respect when discussing this information.
d. Your client shares that she is considering leaving her position with the company soon and wants to know if this will affect the donations. She hasn’t told anyone at her company yet. Respond to her in a respectful and professional way.
e. Your client asks if you’re curious why she’s considering leaving the company. How will you respond?
