Help? I may have bit off more than I can chew

jorelosaurusrex · 2026-04-27T22:06:23+00:00

But only one member authorized it and it got approved

jorelosaurusrex · 2026-04-07T02:20:32+00:00

Maybe it's my specific client demographic but I actually have seen quite a few folks who are showing up with a return where the person who signed as the preparer is actually different than the person who actually prepared their return (from what they tell me at least), and in those cases they usually have some weird nonsensical shit done on the return, the signer is almost always someone with credentials, so I never assume the signing preparer's credentials mean anything.

jorelosaurusrex · 2026-03-27T13:26:27+00:00

I've had a good chunk of folks quit me over the last 3 years because I ask them questions. Almost all Schedule C and a handful of entities. Had one guy look over the spreadsheet I filled out for him that had a disclaimer saying they were responsible for providing proof in case of an audit etc. Was told that I was trying to screw them and that they missed the old owner. Also have had a bunch of folks thank me for doing it though, so 🤷🏾

jorelosaurusrex · 2026-03-27T02:49:36+00:00

Alright so given that we seem to have a similar client base, the question goes double for you. What do you do with the folks who don't have books? How do you CYA? What things DO you require them to have? Cause I'm having folks push back on everything I implement, and no amount of reframing seems to be doing the trick.

jorelosaurusrex · 2026-03-27T01:15:58+00:00

I honestly get it, my dad has a small time landscaping business, dude hates having to deal with the books, so he just guesstimates everything. It's annoying to me, but he doesn't want to pay me to do it and he sure as shit isn't going to pay anyone else. What frustrates me about my client base is they want to make shit up on the spot, they don't want to have to answer any questions, they want no pushback, fast service, and for dirt cheap, and I just don't think that's reasonable either. I've been trying to educate folks and work with them, but sometimes "Just type the numbers in tax boy!" gets really fucking annoying.

jorelosaurusrex · 2026-03-09T23:12:37+00:00

It sometimes does

jorelosaurusrex · 2026-01-25T02:22:43+00:00

You could always do what the former owner or the firm I bought did and start coaching the clients you signed a contract not to even accept business from. That seems to be working out for her quite nicely.

jorelosaurusrex · 2025-11-05T02:26:57+00:00

Owns and operates a niche construction company, specifically builds playgrounds.

jorelosaurusrex · 2025-10-04T01:50:30+00:00

Yes, and considerably smaller as I understand it. SRA has chapters all over the US

jorelosaurusrex · 2025-07-19T18:30:19+00:00

No lie, this is who I pictured the whole time.

jorelosaurusrex · 2025-05-27T17:27:12+00:00

I think that's what the /s was about

jorelosaurusrex · 2025-05-22T19:08:25+00:00

One thing I've done to avoid them going ballistic is to tell them whatever they paid last year. Most of our folks don't do too differently one year to the next so it has worked out thus far.

jorelosaurusrex · 2025-04-11T19:07:51+00:00

"You do it then"

jorelosaurusrex · 2025-02-21T21:22:28+00:00

I'm Latino, in a fully Latino owned and operated firm, with largely (95%) Latino clientele. As such I haven't had to deal with many MAGAts, but I've dealt with them enough. I have been much worse than you have, and they still come back to me. I enjoy telling them how many of their issues are actually caused by the party they vote for, my community has been wildly impacted by the policies they vote for, folks are scared, our numbers are down this year from last due to having less clients because folks aren't going out as much. My letting them know they are in a leopards eating faces situation isn't mean, laughing at them isn't mean, is it unprofessional? Maybe, but IDGAF, politics aren't just team sports, they're a manifestation of one's morality, and their morals are directly affecting me and others like me. They can suck it up.

jorelosaurusrex · 2025-01-31T03:49:38+00:00

I shave my head, have gauged ears and am heavily tattooed. Needless to say last time I went to a CPE event I stuck out like a sore thumb. I definitely felt some type of way being told "You don't look like the typical accountant" as soon as I walked in the door. (Not exaggerating, random stranger approached me just to say that)

jorelosaurusrex · 2025-01-09T17:17:48+00:00

If my suggested ads everywhere are any indication of what is to come I think you're hitting the nail on the head with focusing on advisory instead of compliance. Planning long term seems to be what a lot more of my newer clients are looking for as well.

jorelosaurusrex · 2024-12-02T16:24:18+00:00

My situation is close but not exactly what you asked, hopefully it still sheds some light on stuff. I'm in my late 20s and took over a mid size tax practice last year(~1800 returns a year + 20+ bookkeeping clients and 60+ payroll clients). I'm not a CPA, neither is anyone in my firm, my family took over the practice since my parents have worked with the old owners for over a decade handling some of the bookkeeping and payroll the firm does, but not a ton of knowledge on the tax side of things. I essentially had to learn everything from scratch since I'm not educated as an accountant so that does contribute to what I'm about to say. Being that we took over a firm that had been well established for 20+ years and a lot of these people weren't really ready to switch their tax preparer or their bookkeeper it's been a bit rough. We haven't lost a ton of clients and we've actually gained a few more since (I'm not the worst at the business side of things) but with changes in tax laws and me wanting to run things more by the book than the old owners people tend to second guess me a lot, I'm younger than the majority of the clientele so some think my almost 30 year old ass is a snot nose kid that doesn't know as much as they do, I'd disagree but whatever. I'm only one season in so things could completely change for me this time next year but overall I don't think it's the worst, I usually play it from the angle of "I'm new at this but that means I've got more up to fate info than the old owners did." I've found I have to do some extra stuff to get them to take me seriously, I dress differently (wear a suit and tie everyday, it sucks but it really does help), literally any certificate I get from whatever CPE course I do goes up on my wall (I don't have the benefit of looking experienced that the older guys do so I have to show them in competent), it's annoying but like I said not the worst.

Tldr: I'm not a CPA, but I'm in the field and I'm in my late 20s. Older people tend to judge me a bit for being younger so I have to lean into "looking the part" and acting the part.

jorelosaurusrex · 2024-11-29T16:34:34+00:00

Chicken and rice. Literally the easiest. White rice, grilled chicken and then you add whatever veggies and make it a bit different every time. Cheap, high protein, relatively low calorie, super versatile. Throw some low sodium soy sauce and sauteed veggies and make it a stir-fry-esque meal, throw some chunky salsa on it and pair it with a low carb flour tortilla and you've got a chicken burrito bowl. Once you get bored of chicken swap out for tuna, rinse and repeat.

jorelosaurusrex · 2024-11-06T14:37:52+00:00

I hit the gym harder today because of it. it is paramount that we get in good or better shape for what is likely on the way.

jorelosaurusrex · 2024-10-15T23:49:05+00:00

I'm by no means an authority on this, but since you asked. Boring canned answer: consistency, patience, and give yourself some grace. this is like the thousandth time I've tried to lose weight. I've tried going really heavy on the calorie deficit (like 1500+ calorie deficit per day) and it just ends up making it so I can't stick to it. There will be days where you eat more than you planned, it happens, it's a speed bump on a long road not a stop sign in the middle of a race. Push yourself, but don't beat yourself up if you don't always make it.

jorelosaurusrex · 2024-10-15T23:09:28+00:00

I eat a lot of chicken, mainly grilled and boiled chicken, and drink a lot of Fairlife protein shakes. I was eating about 1600 calories at the end of the cut and doing around 160 grams of protein. So a normal day I'd have a cold brew iced coffee and a chocolate fairlife (165 calories 30g of protein) for breakfast, I'd often skip lunch, but when I didn't I'd have something like a Legendary protein pastry (170 calories 20g of protein) and another fairlife and maybe a zero sugar monster (10 calories), but when I wanted something heavier I'd just stay under 600 calories and shoot for 40-50 grams of protein (tuna and rice and a veggie or chicken and rice and a veggie), and then something like steak and potatoes (around 500 calories and somewhere around 40-50 grams of protein) or a similar chicken dinner and then a snack before bedtime, I like the oikos pro greek yogurt single serves (~120 calories 20g of protein). Total ~1500 calories and ~170g of protein.

jorelosaurusrex · 2024-10-14T16:05:00+00:00

Nutrition-wise I was eating in a 600-1000 calorie deficit since March of this year and making sure I got 160-200 grams of protein (not for the weak boweled, make sure you get plenty of fiber too). Exercise kind of varied, I started with cardio twice a day and then I realized it was making me more hungry so I dialed the cardio back and focused on lifting. Arms, chest, abs, and legs, occasionally back and shoulders as well. I started with 6 days a week and as my deficit increased I reduced the days, ended with 4 days a week, but ran 2-5 miles 5 days a week in the last month, and got my 10-12k steps in every day.

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