Unfiltered Profit

The Red Flags We See Too Often in "Professionals"


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Are You Hiring “Professionals” Who Look Legit… But Aren’t Actually Protecting Your Business?

So many business owners unknowingly hire fake professionals — people who charge premium rates while skipping the absolute basics: secure email, proper backups, a real website, or even giving YOU ownership of your own accounting files.

And sure… it seems fine until something goes wrong. Then suddenly you’re locked out of your books, chasing someone down for your own financial data, or stuck cleaning up someone else’s chaos.

But it doesn’t have to be this way — you can avoid the red flags and hire real experts who protect your business, not jeopardize it.


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

  • How to spot a “fake professional” before you hire them — and why online presence and proper tech setup actually matter.
  • The terrifying (but true) stories of accountants hoarding client files, using flash drives, or operating from personal Gmail accounts.
  • Why YOU must always own your QuickBooks files — and the red flags that tell you your financial data isn’t safe.
  • The unethical tax practices happening in the industry — including upsells disguised as “advising” and pricing tied to refund size (major no-no).

At the end of the day, your bookkeeping, taxes, and financial systems shouldn’t feel like a gamble. This episode will help you trust your professionals again — or know exactly when it’s time to get a second opinion.




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Unfiltered ProfitBy Caitlynn Eldridge and Seanna Asper