PLEASE TELL ME ……
I had a question today from a client that took me by surprise. Will you discuss the Profit & Loss figures with me before you submit the Tax Return and I have to pay the tax?
Now while I am clear on my work ethic and processes, I should have communicated this more.
I am aware of my process, which is calculate, discuss with owner, calculate, discuss, ……. Until we are both on the same page. I am there to advise you, answer your questions, get you legal and compliant, but in the end – the business owner holds all the responsibility and authority for their business.
I make it a space where my clients can ask me anything, and I commit to finding them the answers. And going forward, this is a point I will be sure to mention as we start working together.
So remember – Once I have the figures calculated, I will request your permission in writing to do the submission. You will be fully aware of all the figures involved before you give the go-ahead click.
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