Today Shannon delves into the challenges of finding the right tax professional for your business. With a focus on the common pitfalls of working with tax pros and the difficulties in communication and expectations, Shannon provides valuable insights and actionable tips for entrepreneurs seeking the right support for their financial needs. Join Shannon as she breaks down the complexities of the accountant-client relationship and offers a guide to finding the perfect professional match through the MoneyPro matchmaker. Don't miss out on this episode if you're looking to build a successful partnership with your tax pro.

 

What you'll hear in this episode:

05:49 Customers want proactive updates for peace of mind.

08:56 Developing sales skills and relationships with clients.

12:36 Clarify services and manage client expectations effectively.

16:06 Business jargon isn't common sense for everyone.

 

If you like this episode, check out:

Why Raising Capital May Not Be The Answer

Asset vs. Expense: What's The Difference?

Don't Leave These Terms Out of Your Contracts

 

Want to learn more so you can earn more?

Download the Money Pro Matchmaker tool here

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.