Think of your accountant as your doctor- work with who you consult with! #incitetax

29 Apr 2024 · 1 min
0:36

In this short clip, the speaker uses a medical analogy to illustrate how you should choose and engage professional service providers, such as accountants. He describes a scenario where a patient meets with a consulting doctor to review all diagnostics before surgery, but then discovers that a different surgeon will perform the operation. The speaker argues that this disconnect is unacceptable; instead, you should meet directly with the individual who will actually carry out the work—from start to finish. Applying this to accounting, the message is to consult and work with the specific accountant who will handle your tax matters, rather than delegating to an unknown team member. The core advice is to ensure continuity, accountability, and trust by engaging the person responsible for the final outcome.

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