This episode underscores the critical need for proactive communication between small business owners and their accountants, moving beyond just tax season preparations. It emphasizes thorough vetting of potential advisors, particularly in the age of AI, and highlights the value of a trusted, ongoing advisory relationship. The conversation stresses regular check-ins, practical advice like scheduling December calls, and acknowledges the evolving accounting landscape. Ultimately, it’s a reminder that a strong business-accountant partnership is built on open dialogue and mutual understanding.

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