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Episode 95: [STRATEGY] How to Handle Prior Year Cleanup Issues

strategy Apr 25, 2023

Listen 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 taxes
  • How to have a conversation with a client about compliance issues and presenting multiple options
  • How to handle when a client doesn’t take your advice or can’t afford to hire you to implement

Listen to the full audio here


🎧 Or listen on our website here

About Clarice

Clarice Williams is with Web Tax Corporation and Bookkeeping Services, founded in 2021, where they serve clients ranging from business consultants to nonprofits.

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