CPA's are usually known for their ability with numbers, not their communication skills. So how can you set yourself apart from the crowd and master some basic skills in communication that will help you stand out?

In this episode of By the Books, Jeffrey and Lindsay talk about their secrets to being able to communicate and why it has been such a huge selling point for them. They discuss why it's crucial to know your audience, how you can effectively listen, why knowing personality types can benefit you, plus so much more.

To connect with Jeffrey, visit: payrollguroo.com or call (214) 551-4650

To connect with Lindsay, visit: Sakline.com

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See a need. Fill a need. It's the ultimate rule to building a business, and it's also a great rule for continuing to expand an already successful business. In this episode of By the Books, Jeffrey and Lindsay are back to discuss lots of new changes at Sakline Bookkeeping and why they're so excited.

They also talk about the new offers they have put together that will help CPAs offer bookkeeping as a service to their clients, and how this new offering came to be. They give an inside look into the thought process of having a conversation with a company that gives them that ah-ha moment and then creating that win-win scenario that can work for multiple situations.

To connect with Jeffrey, visit: payrollguroo.com or call (214) 551-4650

To connect with Lindsay, visit: Sakline.com

Not all CPAs are created equal, and it's essential to know when you're choosing the right one for your company.

So, how do you know what's right for you?

On this episode of By the Books, Linday welcomes Tosin Omotayo, Founder of Omotayo CPA, to talk about why CPAs are different and why businesses need to understand what exactly they need before hiring anyone with a CPA label.

They also talk about the importance of careful client selection and determining if their situation indeed requires our services. They share insights and recommendations on how to navigate this decision-making process effectively using real-life scenarios.

Plus, they discuss the importance of risk aversion, why, and the implications when seeking tax planning and professional assistance.

To learn more or connect with Tosin, visit: omotayocpa.com

To connect with Jeffrey, visit: payrollguroo.com or call (214) 551-4650

To connect with Lindsay, visit: Sakline.com