The Ambitious Bookkeeper Podcast 95 ⎸ [STRATEGY] How to handle Prior Year Cleanup Issues
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 taxes
- How to have a conversation with a client about compliance issues and presenting multiple options
- How to handle when a client doesn’t take your advice or can’t afford to hire you to implement
Thanks 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, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Follow on Twitter: twitter.com/serenashoupcpa
Thank 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 LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)