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CBA Proxy Form Canadian Bookkeepers Association

CBA Proxy Form Canadian Bookkeepers Association

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hi my name is morgan from findpoints.biz and today i'm going to talk all about how as a bookkeeper how i interact with accountants definitely subscribe for a bookkeeping video every week a thumbs up helps me out a ton and you may want to check out my free checklist and masterclass all right the first section i called introductions so how does a client even get an accountant and how do i start working with them so most of the time i'd say like 90 of the time every client i've had has an accountant because even if they're a really new business they need to file taxes and so usually that is on their oh like in their awareness on their agenda of things they have to have probably even before they realize they might need a bookkeeper to help them out with their books so most often during the onboarding process at some point i'm going to be like email introduced to my client's accountant so usually i will ask for an email a contact information f

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