{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/67aa608b9c6f7f7f28b96140/67df0b39ec9837e25ed3af67?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Beyond Tax Season: How to Build Relationships with CPAs ","description":"<p>If you’ve ever felt intimidated when working with a client’s CPA, this episode is your guide to building that relationship! There’s no reason to be nervous, and working as a team with them will benefit you *and* your client!</p><p><br></p><p>In this episode, Brian Moyer of Moyer &amp; Co. and I discuss how a bookkeeper and a tax preparer can work together year-round (not just during tax season!)</p><p><br></p><p>Key Takeaways:</p><ul><li>Common mistakes you can avoid when working with a CPA</li><li>Balancing what the business needs vs. what the CPA needs</li><li>How to set boundaries with your client to maintain a positive reputation</li><li>Strategies for year-round communication that will strengthen your professional network</li></ul><p><br></p><p>If you’re ready to take your bookkeeping business to the next level too, you can join my private Training Circle here: <a href=\"https://coachingbookkeepers.com/membership\" rel=\"noopener noreferrer\" target=\"_blank\"><em>coachingbookkeepers.com/membership</em></a></p><p><br></p><p>You can learn more about Brian Moyer and Moyer &amp; Company at <a href=\"http://moyerco.com\" rel=\"noopener noreferrer\" target=\"_blank\">moyerco.com</a>!</p><p><br></p><p>--</p><p><br></p><p><em>The Better Bookkeeper Show is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!</em></p><p><em>Produced by</em><a href=\"https://speakeasyproductions.co/\" rel=\"noopener noreferrer\" target=\"_blank\"><em> SpeakEasy Productions</em></a><em> and hosted by Lynn Talbott of </em><a href=\"https://www.coachingbookkeepers.com/\" rel=\"noopener noreferrer\" target=\"_blank\"><em>The Bookkeeper’s Coach</em></a><em>.</em></p>","author_name":"Lynn Talbott"}