Ever feel like you’re explaining the same thing over and over (and over) again? Welcome to my world, and as a CPA it’s even worse!

In this episode, I dive into the fine line between educating clients and covering your assets (CYA) when they just don’t get it.

We’re talking why:

-linking your bank account to QuickBooks doesn’t mean your cash balance is right,

-the dangers of trusting tech blindly, and

-the real reason you should never give full bank access to anyone (even your bookkeeper!).

Plus, I introduce myTake Your Podcast to Work Day segment, where I walk through a real-lifeintercompany reconciliation mess—so you can avoid making the same mistakes in your business.

👉Hit play now and learn how to spot financial blind spots before they cost you big!

In the podcast "What the Finance," host Katrina Keller, CPA discusses the complexities of finance and the common misconceptions clients have regarding their financial responsibilities. She emphasizes the importance of understanding that technology, such as QuickBooks, is not infallible and that clients must still provide essential documents like bank statements for accurate financial reconciliation. Keller shares her experiences as a CPA, highlighting the delicate balance between over-explaining concepts to clients and ensuring they grasp the necessary information to manage their finances effectively. She stresses the need for continuous education and awareness in financial practices, especially as tax season approaches. The episode aims to empower listeners with knowledge about financial processes and the significance of maintaining proper internal controls to prevent fraud. Keller invites listeners to engage with her insights and encourages them to take an active role in their financial management.