When most people hear the letters “CPA”, they think “Tax Guy.”
You know, someone they talk to only as April 15th approaches. Someone who sends curt, informational emails. Someone who has zero clue about the life of their client beyond what’s included in their tax file. In other words, someone who sees their client as a number, not a person.
In the accounting world, this approach is all too common. And, to be fair, it’s not always their fault. CPAs are trained this way. They work for large firms that require them to take on as many clients as possible. For many CPAs, it’s a numbers game. So it’s no wonder why they treat their clients like numbers, too.
But aside from this being an impersonal, transactional approach, there are some major problems with it.
For one, there are missed opportunities for deductions, credits, and efficiency. Many CPAs don’t know what they don’t know when it comes to their clients’ lives and finances. Because of their blind spots, their clients are overpaying or underpaying, and more prone to audits.
Clients are also left in the dark about their financial situation. And, oftentimes, they get some unwelcome surprises when deadlines approach. For example, one of our clients previously dealt with an unresponsive and disengaged CPA, leaving them clueless about their situation until they were hit with $30,000 in penalties! Filing taxes is already stressful. You don’t need to add a bigger bill than expected, too.
It doesn’t have to be this way. The alternative is a CPA who sees the big picture.
One who gets to know you.
One who builds a partnership.
One who is with you for the long haul.
At Boyd CPA, that’s what we strive to be. We have a human-centered approach that sees people as people. We listen to our clients, get to know them, and learn about their lives and goals. We take a comprehensive approach to understanding their financial situation, paying careful attention to the details, communicating clearly, and setting the right expectations. And we offer holistic strategies and collaborative guidance that help people achieve success in the long run.
The bottom line is that you need more than a tax guy. You need someone who’s as committed to your success as you are.
Let’s chat.