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.
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.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara
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.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Questions? Need help? Email support@earmarkcpe.com.
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
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.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Questions? Need help? Email support@earmarkcpe.com.
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
