Episode 95: [STRATEGY] How to Handle Prior Year Cleanup Issues
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➡ ambitiousbookkeeper.com/podcast
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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Author
Serena Shoup, CPA
Founder + Mentor
Serena is a CPA, mom of 3, and mountain lover. She runs a virtual bookkeeping & accounting business from her home in the Arizona mountains & mentors other accountants and bookkeepers ready to start & grow their own virtual firms!
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