Do you have a collaborative relationship with your CPA? Do you consider your CPA a friend?
Are you taking advantage of all the resources your CPA offers? For many people and organizations, the “resources” that a CPA offers occupy a narrow and limited purpose, auditing of the financial statements and/or preparation of the tax return. While these may be the end products of the relationship between you and your CPA, these items are likely a small sample of what’s available. In fact, most of a CPA’s value added offerings are built through a collaborative year-round dialogue.
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