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Jim-from-Ohio
Intuit Community Champion
March 5, 2024

I tried, i really tried

  • March 5, 2024
  • 2 replies
  • 9 views

royal pain. S Corp client. know it all bookeeper sent me over the general ledger with items costing like $ 100 in fixed asset accounts.. S corp health insurance as a line item on the P & L instead of being part of wages.. lots of issues.. I told them I would like to remote into their computer and clean some things up so i can get clean finacial statements.. bookkeeper pushed back. telling me she is not comfortable with that. ... good i thought.. i can bow out.. then the owner gets involved and told the the bookkeeper to let me remote in.. i cannot get rid of clients that i don't really want when I try.. 

    2 replies

    PATAX
    Level 12
    March 5, 2024

    an old cpa instructor said at a seminar: "2% of your clients give you 90% of your headaches. get rid of 2% and concentrate on good clients."

    dkh
    Level 15
    March 5, 2024

    Just say NO to start with.....