97. Client Etiquette 101: How to Work Effectively with Your CPA
Episode Highlights
0:00 - Don't Wait Until the Last Minute
0:57 - Episode Introduction and Purpose
1:35 - Be Organized with Documents
4:09 - Ask Questions and Plan Ahead
5:23 - Setting Expectations and Respecting Time
7:12 - The Don'ts of Working with CPAs
10:43 - Finding the Right CPA Fit
12:47 - Episode Closing and Review Request
Episode Summary
Working with a CPA effectively requires understanding both what to do and what to avoid to create a productive professional relationship that benefits your business.
• Be organized when providing documents rather than dropping off unsorted boxes
• Avoid piece-mailing documents and instead provide complete packages when ready
• Consolidate questions and communications to respect your CPA's time
• Ask questions to understand your tax situation and learn from your CPA
• Plan ahead for taxes and save a portion of profits throughout the year
• Set clear expectations about which specific services you need from your CPA
• Respect their time as a professional service provider who bills for consultations
• Don't wait until the last minute to submit documents during busy season
• Never ignore tax deadlines or expect your CPA to care more about your business than you do
• Understand that CPAs cannot eliminate all taxes, only help minimize them legally
• Keep business and personal finances completely separate
• Budget for CPA fees as a regular business expense
• Don't assume your CPA handles everything without specific agreements
• Feel comfortable switching CPAs if the relationship isn't working well
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