What if working with your CPA didn’t feel like something you avoid until the last possible second?

Maybe you’re treating your accountant like an annual obligation instead of a year-round partner — only reaching out when tax season hits or when something’s already gone wrong.

That’s where frustration, surprises, and strained relationships start. In this episode of Unfiltered Profit, Caitlynn and Seanna break down how to build a real relationship with your CPA — one rooted in communication, trust, and alignment — so your finances feel supported, not scolded.

BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER:

• Why communication style matters just as much as credentials when choosing a CPA
• The biggest mistakes clients make that slow everything down (and cost them more)
• How trust, responsiveness, and shared goals create a long-term CPA relationship
• Practical ways to be a “favorite client” and get better service year-round
  
  
  

A strong CPA relationship isn’t about being perfect — it’s about showing up, staying honest, and working together so the numbers stop feeling scary and start working for you.

RESOURCES + LINKS
Work with Prospera: HERE

FOLLOW + CONNECT
Connect with Prospera: Website | Instagram | Facebook

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