Today, Shannon will not only explore why securing a qualified tax pro feels like an insurmountable task, but she'll also share some insider tips—consider them your cheat codes—to help you navigate this process with confidence. From the pitfalls of prioritizing convenience over quality to the struggles of aligning expectations, we'll uncover the barriers in the accountant-client relationship. Shannon's candid discussion addresses the communication gaps, the importance of sales skills for accountants, and the vastly differing interpretations of what "good" really means when it comes to tax services.

 

What you'll hear in this episode:

03:27 Find a partner who can articulate tax issues.

08:46 Developing sales skills improves communication and trust.

12:29 Mismatched expectations can lead to mislabeled services.

16:11 Podcast aims to simplify complex business concepts.

 

If you like this episode, check out:

Best Practices to Collect Cash from Customers Faster

How to Generate Cash Without Increasing Price

 

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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.