It’s easy for the “consultants” and “experts” to say accountants should provide proactive advice. They make it sound like we’re doing our clients wrong by not being proactive. But it’s a two-way street. There’s only so much the accountant can do if the client won’t act on your advice.
When Does Proactive Planning with an accountant Work? When the business owner is not heavily involved with the day-to-day work of the business.
It’s easy to say accountants should give proactive advice to clients, but it’s hard to implement this in the real world.