Erin Pohan: How to Help Your Clients Understand Accounting | The Disruptors

Connect with your clients: "You're an entrepreneur, I'm an entrepreneur."Full show notes hereThe DisruptorsWith Liz FarrErin Pohan’s firm, Upkeeping, is on a mission “to make accounting relevant and understandable” to all its clients. Pohan describes Upkeeping as “a tax-ready firm” that does everything but tax prep, which they hand off to the clients’ tax professionals. But their hand-off doesn’t stop with providing the tax pro with the information needed for the tax return.MORE Liz Farr | CPA Trendlines Streaming Network“We don’t believe in just handing pieces of paper over to our clients and letting them run with it,” she explains. “We do work with them throughout the year. We do our client calls where we’re explaining the numbers and the stories behind the numbers, especially, and making sure that they feel equipped and empowered to understand their business finances.” MORE > > >