Financial Cents

Would you rather do 3 months of cleanup work or chase the same client for documents for 6 months straight?

Finish the sentence: "I knew it was time to raise my prices when…"

What's the most creative excuse a client has given you for missing a deadline?

Would you rather onboard 5 disorganized clients or lose 2 good ones?

@Micha_Siegel Honestly, we feel you 😅 The sheer anxiety of seeing 14 notifications from the same person is a jump scare in itself.

@_FinancialCents I'll take a ghost any day of the week.

Which is worse: a client who ghosts you until the deadline or a client who emails you 14 times a day?

@TheRappingCPA We knew we were being seen, but we didn't expect a full diagnosis! 💀🤣

This is what the avoidant and anxious attachment styles look like when applied to corporate entities 😂

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@Taxes_Explained That’s a new one! 😂

@_FinancialCents When they listed my professional fees on the farm schedule worksheet under veterinary and breeding expense. I laughed. But they were a mess!

Finish the sentence: “I knew this client was going to be a problem when…”

@LizMpersonal Ohhh, that’s a good one. 😅 The 'selective reporting' struggle is real. Hang in there, Liz!

@_FinancialCents So some people think that if there wasn’t much income (in their opinion) on the W2 or 1099, it doesn’t need to be reported. Conversely, it’s what they say when I ask for paperwork for a deduction.

Your client says: “I didn’t think that mattered.” What didn’t they think mattered?👀

@RoamstheRange Oof 😭 that’s a tough way to start a new partnership

@_FinancialCents When they blamed all their issues on the prior cpa.

@71Kristenator The ultimate red flag. 🚩 Hard pass on that one!

@_FinancialCents If they say "I need to make it look like I/we______"

@LizMpersonal @IraGilligan The 'expert' client. 😅

@_FinancialCents @IraGilligan When they think they know more than you.

@IraGilligan Classic red flag. 🚩 If they don't value the lowest price, they’ll never value the expert price!

@_FinancialCents "We're looking to make a switch because our CPA charges too much and does too little." Always a red flag, but doubly so in this case because their CPA was notoriously the cheapest in town. His fees are absurdly low.

@tonynovak @IraGilligan A masterclass in client relations. Thanks for the reminder, Tony!

@_FinancialCents @IraGilligan Never. I never saw a client as a problem. I saw clients facing their own unique challenges and asked how I might be able to help.

accounting hot takes only.