Why Get Dressed to Meet With Your CPA?


Most of my client's already know that when they call me with their 'how do I' questions in Quickbooks or excel, I can almost always walk them through the answer without seeing their computer screen (or what they're looking at).

But what do you do when you have a quick 'how do I' question while you're downloading your bank transactions, or calculating your mileage in Everlance or working with another software program I haven't 'memorized' but you can't (or don't want to) schedule a meeting with us?

It's cold outside... Your feet hurt from wearing steel toes all day... It's a blizzard outside... Your child is sick.... It's so far to drive... Your car won't start... Or maybe it's your only day off and you just don't want to get dressed or leave the house...

There are plenty of reasons why it's inconvenient to meet with your CPA.

But what if you could meet with them in your pajamas?

Anyone who knows me, knows I don't do 6am, especially if I have to be seen by anyone, but a client messaged me early this morning with a 'quick question' regarding his bank activity downloads so rather than having him schedule an appointment to bring his laptop in, I attempted to walk him through it over the phone.

The problem? I'm fairly unfamiliar with his bank (and their online setup) and wasn't able to blindly assist him.

The solution? A video call from the comfort of his own home!

Not everyone uses Skype, is comfortable using a computer, or uses the same mobile operating system; some use Android, some use IOS.

Fortunately, Google Duo is available for use by both mobile platforms and can be set-up in seconds, as no account is needed.

Although I covered my camera lens (well, because it was 6am) by using Google Duo, the client was able to point his phone's camera lens at his computer screen allowing me to direct him what to do and where to navigate to in order to get his question answered and his problem solved.

Although certain situations still warrant a face-to-face meeting, due to the success of that call, our office is now offering video conferencing in an attempt to be more easily accessible to our clients within their already busy and stressful schedules.

Any documents that would be otherwise brought in during your meeting can be uploaded to our secure portal or faxed directly to our office.

~ Please remember, we no longer accept email attachments ~

Feel free to call us with any questions regarding this new service or schedule your video conference now.



#businessinformation #smallbusiness #CPA #individualtax #email #bookkeeping #informationtechnology #StriveTaxAccountingLLC

 Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions.

Continually striving for accuracy, excellence and the highest level of integrity.

Strive Tax & Accounting, LLC

CPA's specializing in small business tax and accounting with emphasis in construction and manufacturing for corporation and passthrough entities.

PO Box 28353

Green Bay, WI 54324

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