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.