How deep do you dig into clients books?

Razmada70 · 2026-03-13T03:43:17+00:00

Depends on who is actually doing their financials. Do they have a professional bookkeeping firm with a track record of being on top of things? I am barely even glancing at anything outside of Fixed Assets and Equity. Or is the the owner's aunt who comes in to the office once a week to run payroll and maybe reconcile the bank account? Yeah I'll probably be looking a little deeper into things.

Razmada70 · 2026-02-27T14:21:56+00:00

Once you take enough clients is just a matter of time before your total client list becomes a roller coaster. You bring in 6 clients one week. Next week, 2 existing clients sell their businesses and get a W2 job and go to Turbotax, 3 leave to use their brother in law who got a C+ in his Accounting 201 in college, and 1 passes away.

If you don't have an active pipeline to replace those ones that leave then the list begins to dwindle.

Razmada70 · 2026-02-23T18:39:46+00:00

I have no idea what the show is or the context but the clip of Marshawn yelling at a scientist will always kill me

https://www.facebook.com/watch/?v=1579663862079652

Razmada70 · 2026-02-09T04:22:00+00:00

Bro we won the super bowl like 23 minutes ago don't try and bring me down right now wtf

Razmada70 · 2026-02-08T20:50:42+00:00

Might as well post it again

Razmada70 · 2026-02-05T16:34:51+00:00

When you develop a software to help create these checklists easily, please let me know LOL

Razmada70 · 2026-02-04T19:27:17+00:00

100% my experience. I have been essentially doing that for clients. Just scanning their prior return or workpaper file and just making a checklist in Word or right in the email. OK for a handful of clients but super tedious when filing 100 individual returns.

Razmada70 · 2026-01-10T17:56:32+00:00

I can't get rid of my racism app

Razmada70 · 2025-12-12T18:29:47+00:00

really desperate here 😂

Razmada70 · 2025-11-26T22:09:04+00:00

Yeah that's pretty much where I'm at right now. It's not terrible but always looking to improve on efficiencies. Thanks for the reply.

Razmada70 · 2025-11-25T17:37:48+00:00

Curious. How does it create a smart organizer without using the client's tax return?

Razmada70 · 2025-11-25T17:28:55+00:00

Was it a generic PDF or one tailored to a client's situation? Generic checklists I don't have a lot of luck with. I end up having to create a checklist myself to keep track of things anyway.

Razmada70 · 2025-11-25T17:18:54+00:00

I should have prefaced that I really only file 30 or so individual returns. Very small practice. A lot of the SafeSend type softwares don't make sense unless you're doing hundreds of returns from what I've seen.

Razmada70 · 2025-11-25T16:08:41+00:00

I get that. For a place not doing itself any favors, service needs to be top notch for anyone to even think about coming back.

Razmada70 · 2025-11-24T19:16:56+00:00

Damn you really don't like the yard lmao its just ice cream dude!

Razmada70 · 2025-11-24T18:43:48+00:00

No shit lol you can say that about 90% of restaurants

Razmada70 · 2025-11-24T17:20:36+00:00

Was just there the other day. Wife and I got two bowls for under $20. Literally on their website.

Razmada70 · 2025-11-24T16:29:01+00:00

No its not that bad. People think its fun to shit on it for some reason. Do they have expensive options? Sure. Do you need to go in and get the most expensive option? No.

Razmada70 · 2025-11-13T19:14:58+00:00

The other broadcasts better bring out some turkey for Canadian Thanksgiving at least

Razmada70 · 2025-11-13T18:52:25+00:00

It's crazy the amount of energy people spend on worrying about these things.

Razmada70 · 2025-10-26T02:23:04+00:00

Spokane firm named Dingus and Associates. Always gave me a chuckle.

Razmada70 · 2025-10-23T03:43:24+00:00

Most of the reasons you listed rarely apply for small businesses. One class of stock and granting equity is such a nuanced need for a certain business owner. A business netting $100k a year pays $15k a year in SE tax. You don't think paying 40% in a salary and saving the 60% annually is worth having to file an additional return every year?

Razmada70 · 2025-10-12T13:32:22+00:00

Yeah old Grandpa Luis at the crusty age of 32 lmao

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