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

Send us Fan MailListen 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 > Get access to the Dubsado Decoded Private Podcast Series here>>