How to Have a Great Relationship with Your Tax Accountant (Ep#11)

Want to get the most out of your tax accountant? Listen up. In this episode of Money Secrets, we’re breaking down how to build a great working relationship with your tax accountant. If you’ve ever felt like you’re not getting what you need—or you’re not even sure what to ask—this one’s for you. As a former tax accountant turned money coach, Fi knows what makes a great accountant-client relationship and how to make it work for you. What you’ll learn in this episode:  What your tax accountant’s core role is (and what it isn’t). Why setting expectations upfront makes all the difference. When and how often you should actually meet with your accountant. The three key questions you should be asking them every year. Why your tax accountant isn’t the only financial expert you need in your business. Your accountant is a key part of your financial team—but they’re not the only one. There are money coaches (like me!), business strategists, and other experts who can fill in the gaps. If you’re ready to take control of your business finances, this episode is a must-listen.________________________________________________________________________ We’ve come so far as a society in many ways, but money is one of the areas where progress hasn’t been enough. If we want to tip the scales in favour of marginalised people, it starts with understanding the secret: money in small business. In this podcast, Money Secrets, host Fiona (Fi) Johnston—Chartered Accountant, small business advocate, and impact enthusiast—dives into the conversations we need to have about money. The secrets that once stayed behind closed doors (or on the golf course) are finally out in the open. Fi’s mission? To get more money into the hands of good people, like you. She believes small businesses have the power to change the world, and the key to making a bigger impact is to make—and manage—more money. ________________________________________________________________________ Thank you to everyone involved for bringing this podcast together. We are excited to hear from you with any questions, feedback or suggestions for future episodes that you might have. Send a Direct Message to @peach.businessIf you are excited for what’s to come, please like this episode, follow the podcast and share it with your friends. We are thrilled you're here. Want to find out about working with Fi? Head here to find out how you can work with her.Check out my FREE Pricing Training you need to set your prices for profitability. ________________________________________________________________________  This podcast episode was recorded on the lands of the Wurundjeri People of the Kulin Nation and I'd like to acknowledge them as the Traditional Owners and custodians of this land and water that I live, work and play on. I'd like to pay respect to elders both past and present, and note that sovereignty has never been ceded. This always was and always will be Aboriginal and Torres Strait Islander land.  ________________________________________________________________________