Today I am covering something that is a bit controversial, but here goes nothing! This has been weighing heavily on me for a while, and it’s really important that it's addressed: how you can handle overly aggressive tax strategies, whether it’s your client’s decision or that your client is relying on you for advice.

This is a very important topic, and I am going to explain what our role is as bookkeepers and how I approach this topic with my clients. It’s so vital to truly understand the risk involved so that you can speak to your clients accordingly and help them handle it if a client is using an overly aggressive “tax strategy” to the point where you’re uncomfortable.

Here’s what I discuss in detail:

• My Client’s Taxes Seem Off: What Do I Do?
• Questions About Personal Expenses
• Navigating Tax Advice from Unqualified Individuals 

I hope this is helpful in allowing you to assess the way you’re navigating these topics with your clients. But even more than that, I hope it inspires you to lead your business with the ethics and values that are true to your being.

If you have enjoyed this episode of the podcast, take a screenshot, head on over to Instagram and share your IG stories and tag me, @orderlyaccountingbykatie.

 

CONNECT WITH KATIE:

Website: https://www.katieferro.com/

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The Bookkeepers’ Corner Facebook Group: https://www.facebook.com/groups/thebookkeeperscorner/

 

EPISODE RESOURCES:

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If you're looking for more insight on how to become a bookkeeper, and how to say hello to a more confident business model, enroll in Become A Bookkeeper (BABs): http://www.katieferro.com/become 

Or, if you’re confident in your skills as a bookkeeper and want to learn how to grow and scale your bookkeeping business, you can apply for Life By The Books™ (Libby): http://www.katieferro.com/life