Went from big 4 to a smaller firm (100M in revenue). I’m having a hard time adjusting to smaller clients. It’s like pulling teeth getting them to respond or even sign extensions. I’m use to dealing with clients that have an internal tax department. Does it get better? If someone has insight and has been in a similar situation I would love your input

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Pick up the phone. At Big 4, you are often dealing with people whose job it is to respond to you. At a midsize firm, most of the time you are dealing with somebody who sees you as an interruption to their day and it’s easy to ignore interruptions. It’s harder to ignore someone who calls you.

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You’ll get use to it. Granted I worked on mostly Publix’s when I was at Crowe, sometimes it was like pulling teeth with some clients. You just realize which ones you need to micromanage a bit and which you can just let be.

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Depending on the timeline, I will email a reminder, email reminder with their supervisor on cc:, alert my team manager, and if they still continue to miss deadlines, you get the execs involved. Babysitting is part of the job, but you can only do so much.

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It doesn’t get better. That is the challenge of midsize to small firms. Less technical issues but less support from clients and internally

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