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95 ⎸ [STRATEGY] How to handle Prior Year Cleanup Issues

95 ⎸ [STRATEGY] How to handle Prior Year Cleanup Issues

FromThe Ambitious Bookkeeper Podcast


95 ⎸ [STRATEGY] How to handle Prior Year Cleanup Issues

FromThe Ambitious Bookkeeper Podcast

ratings:
Length:
31 minutes
Released:
Apr 26, 2023
Format:
Podcast episode

Description

Listen in to an on-air strategy session with one of my students!In this episode you’ll hear:How to handle 10k of prior year transactions on a cleanup when the client has already filed those taxesHow to have a conversation with a client about compliance issues and presenting multiple optionsHow to handle when a client doesn’t take your advice or can’t afford to hire you to implementThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaFollow on Twitter: twitter.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Join the next free training at ambitiousbookkeeper.com/training Join us inside of the Bookkeeping Business Accelerator today!Option 1: VIP - includes group mentoring calls & coworking sessionsOption 2: Self-Paced: includes all course content to complete at your own pace!
Released:
Apr 26, 2023
Format:
Podcast episode

Titles in the series (100)

The Ambitious Bookkeeper podcast is for bookkeepers & accountants who are growing or aspiring to start their own business. Our mission is to elevate the bookkeeping profession by providing support and resources for new and experienced firm owners. We share actionable tips on running a successful bookkeeping business, tools and resources, plus guest expert interviews that will help you elevate your business. Where you can find us: Website: https://www.ambitiousbookkeeper.com BBA: https://www.ambitiousbookkeeper.com/bba Facebook: https://www.facebook.com/serenashoupcpa LinkedIn: https://linkedin.com/in/serenashoup Instagram: https://instagram.com/ambitiousbookkeeper