Live Q&A Part 2: Tips for Onboarding with Your New Accountant
Aug 14, 2023Welcome to Part 2 of our insightful series with Tobias, where we delve into the art of discovering and hiring the perfect accountant for your needs. In this episode, we will be exploring the essential steps to ensure a seamless onboarding experience with your chosen accountant.
Onboarding can be a nerve-wracking phase for both you and your accountant. However, by establishing clear expectations and a thorough understanding of the process, we can transform it into a smooth and productive journey for everyone involved.
If you have not listened to part 1 of this series, go back and give that a listen prior to this episode.
The key takeaways from this episode are:
1. Smooth onboarding experience: Discover essential steps for a seamless onboarding process with your chosen accountant, easing nerves for both parties involved.
2. Clear expectations are crucial: Learn how to establish clear terms and expectations from the beginning of the accountant-client relationship.
3. Preparing for accountant search: Get valuable insights on pre-work to do before looking for an accountant, ensuring a successful partnership.
What you’ll hear in this episode:
[1:45] What should you expect in terms of onboarding for various levels of tax support, from both the client's and accountant's perspective?
[5:30] How to handle a new relationship with an accounting professional when it comes to divulging information and sharing documents.
[15:30] How to ensure that terms and expectations are clearly set at the beginning of the relationship.
[19:10] What is some pre-work that you should do prior to going out and looking for an accountant?
Related Episodes:
Want to Leave Your Corporate Job? It's Easier Than You Think
Protecting Your Legacy Through Estate Planning with Clara Delgado Rossell
Resources:
Tactical Resources:
5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh
Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa
Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash
Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide
CFO Power Session: Text POWER to 860-609-6374
See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator
Additional Resources & Connect with Shannon:
Find everything you need at https://www.keepwhatyouearn.com
Questions about this episode? Text me! https://my.community.com/shannonweinsteincpa
Hire us: https://www.fitnancialsolutions.com/accounting
Find me on IG: https://www.instagram.com/shannonkweinstein/
Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
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.
