INNOVATION·IN·DENTISTRY

The Dental Boardroom

87: 10 Questions to Ask Your CPA Each Year

29 April 2025 · 50:38 · Episode 87

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What it is about

Welcome back to The Dental Boardroom Podcast with Wes Read CPA, CFP! In today's episode, we're pivoting from last week's discussion about reviewing your own financial statements to a powerful new focus: the 10 critical questions you should be asking your CPA every year — not just at tax time. Why is this so important? Most CPAs are historians by training — they look backward. But if you learn to engage them…

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