Connect with your clients: "You're an entrepreneur, I'm an entrepreneur." Full show notes here The Disruptors With Liz Farr
Erin 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.
“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.”
Podden och tillhörande omslagsbild på den här sidan tillhör
CPA Trendlines. Innehållet i podden är skapat av CPA Trendlines och inte av,
eller tillsammans med, Poddtoppen.
