It may be hard to believe, but your accountant is human too. They may make mistakes or miscommunicate with you and it can lead to a significant financial impact. Today, I share the ways to make sure your accountant is living up to their promises and how to communicate effectively with them to ensure success for everyone.

 

What you'll hear in this episode:

[0:35] If you are feeling uncomfortable with the services you are currently getting from your accountant, what should you do first?

[3:06] I discuss how to evaluate your accountant without undermining them.

[4:44] Your accountant made an error. What should you do?

 

If you like this episode, check out:

Differentiating Between Margin and Markup

You Accomplished Your Goal. What's Next?

What Your Numbers Are Trying to Tell You

 

Want to learn more so you can earn more?

5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

Visit keepwhatyouearn.com to dive deeper on our episodes

Visit keepwhatyouearncfo.com to work with Shannon and her team

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.