210. Tips for Working With CPAs as a Bookkeeper: Best of Profits & Prosecco


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Jan 26 2025 16 mins   1

Tax season is upon us, which means it’s time to tackle a dilemma every bookkeeper will likely come across eventually: how to work with CPAs who, let’s be honest, kind of treat you like you’re dumb.

It’s just true. There’s not really a nicer way to say it. CPAs think bookkeepers are dumb…and that’s actually GOOD news for you.

You know why?

Because you’re a GOOD bookkeeper.

There are a lot of bad bookkeepers out there, and most CPAs have been burned before. So if you can get in there and prove that you do good work…you’re going to end up with a very impressed CPA.

And trust me, you want an impressed CPA in your corner.

EPISODE RESOURCES:

Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become

Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

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