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  • Connect to your business borrowers through laughter.

Toilet HammersIf you have met me through my workshops on tax return analysis you know I love to have fun. In fact, lenders have dubbed me the ‘CPA who likes to play’ and complain if I don’t bring the Legos ™. And they refer other lenders to me because I get the job done and we laugh together.

Typing tax return humor in Google I stumbled across this suggestion for paying your tax bill to the IRS.

Looking for ways to bond with your business borrowers? Next time you send them an email for a legitimate business reason, add the link to this IRS letter. Or print it out and pop it in the mail. I am going to guess that business borrowers will be more likely to do business with you — and refer others to you — if you get the job done and you laugh together.

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Linda Keith, CPA


Linda Keith CPA is an expert in credit risk readiness and credit analysis. She trains banks and credit unions throughout the United States, both in-house and in open-enrollment sessions, on Tax Return and Financial Statement Analysis.
She is in the trenches with lenders, analysts and underwriters helping them say "yes" to good loans.
Creator of the Tax Return Analysis Virtual Classroom at www.LendersOnlineTraining.com, she speaks at banking associations on risk management, lending and director finance topics.

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