u/SleepingLimbs1

I just had my first client meeting and it went okay. My main problem is that I know what I’m talking about, but I have a hard time explaining things to clients to where they understand, or I say something they don’t understand and then we get lost in the weeds for 10 minutes on something that is a non issue. Like bringing up a sales tax compliance issue, and how the calculation works.

How do you lay out your prospective client meetings to where you can stay on point, understand their business, and then pitch your offer to them?

I've taken and passed TCP which had a lot about basis, but I barely even see it covered in Becker REG section. Did a lot of it get moved over to TCP when they added the disciplines? I see a lot of posts about it on r/cpa, but I don't really see the push on Becker's side.

If I need to know basis well on REG, what all are they looking for us to know?