If you’ve ever felt intimidated when working with a client’s CPA, this episode is your guide to building that relationship! There’s no reason to be nervous, and working as a team with them will benefit you *and* your client!

In this episode, Brian Moyer of Moyer & Co. and I discuss how a bookkeeper and a tax preparer can work together year-round (not just during tax season!)

Key Takeaways:

• Common mistakes you can avoid when working with a CPA
• Balancing what the business needs vs. what the CPA needs
• How to set boundaries with your client to maintain a positive reputation
• Strategies for year-round communication that will strengthen your professional network

If you’re ready to take your bookkeeping business to the next level too, you can join my private Training Circle here: coachingbookkeepers.com/membership

You can learn more about Brian Moyer and Moyer & Company at moyerco.com!

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The Better Bookkeeper Show is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!

Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach.

Hosted on Acast. See acast.com/privacy for more information.