Finding Out What Your Client Really Wants

Lorilyn talks to Yvonne Scott, CEO of CIO Concierge LLC, about how she became an accountant, and led a technical audit team at the age of 24. They also talk about co-workers, client communication styles, and strategies to get clients to tell the "why" behind what they want.
A WORD FROM OUR SPONSOR

Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.

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HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.

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Connect with Yvonne Scott :

LinkedIn: https://www.linkedin.com/in/s-yvonne-scott-714b3a10/

Connect with Lorilyn Wilson :

Twitter : https://twitter.com/LorilynWilson
TikTok : https://www.tiktok.com/@thenotspicyaccountant



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Full transcript available upon request 

Creators and Guests

Lorilyn Wilson, CPA
Host
Lorilyn Wilson, CPA
SMB Tax & Accounting Expert | Honorary Matt
Finding Out What Your Client Really Wants
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