Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Accountants vs Coaches #pricing #changeyourmindsetchangeyourlife #podcast

12 Aug 2025 · 1 min

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0:31

In this brief podcast excerpt, Speaker A challenges the common perception that an accountant is merely a tax‑preparer, urging listeners to view their accountant as a strategic partner akin to a coach. Speaker B emphasizes that paying for tax services should go beyond simple filing; it should include guidance on tax‑strategy benefits and navigating financial opportunities. Both speakers assert that they understand the numbers and can provide deeper, value‑adding advice, encouraging a mindset shift toward more meaningful engagement with financial professionals.

Their key person is their accountant. Yeah, right. Honestly, they don't say their coach. They say accountant. So if you want to change your mindset on how you look at things, start engaging at a more meaningful level is what I'm saying.
And you might have to pay for that. If you're just paying for your taxes to be done, that's not the same thing as helping you through and navigating through all the benefits of tax strategy.
We know the numbers. We can help you. We know those numbers.