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How to Choose and Get the Most from Your Accountant

Choosing the right Accountant can be one of the best Business decisions you ever make – a good Accountant should always save you money and make you money!

You need to choose an Accountant who you feel comfortable with, can trust, and whose Fees are fair, and of course who can save and make you money!

We've produced the following checklist to help you choose and get the most from your Accountant...

  • Call Whenever You Need. Get an Accountant who you can call whenever you need help and advice, without fear of being charged every time you make a phone call.
  • Understanding. Get an Accountant you can speak to openly and honestly who understands what you are saying and who you understand.
  • Commercial Awareness. Talk to them about your Business and your ideas and see how commercial they are. Do they understand your Business?
  • Gives Tax Reduction Ideas. Ask them what Tax Reduction ideas they have for you. You want an Accountant who will pro-actively come up with regular new Tax Reduction ideas.
  • Agreed Fixed Fees. Make sure you get an agreed Fixed Fee for all elements of the work you are requesting. Don’t be paying on hourly rates.
  • View their Website. To see how pro-active they are and what they offer to Clients. If they don't even have one for you to find out more about them or it's a very poor website, what does that say about the service you're then likely to receive?
  • Quick Response. Make an enquiry and see how quickly they respond. If they aren't fast now when trying to get your Business, what will they be like when they act for you?
  • Who Will You Deal With? Find out who you will be dealing with in the firm or will you be passed around lots of different people?
  • What Services are Offered? Find out if they offer all the services you need and are likely to need in the future?
  • Fixed Timescales. Agree fixed timescales by when work will be done and get them to guarantee it.
  • Existing Clients. Ask to speak with some of their Clients to see what they say about them.
  • Listen or Talk and Take Action? Do they listen to you or mostly talk at you? You want an Accountant who takes a real interest in you and your Business. Someone who volunteers advice on how to improve your Business performance and results.
  • Real-Life examples – Get them to show you some real-life examples as to how they have reduced Tax Bills and provided Business help and advice that has made Business owners more money, or more Profit.
  • And Finally, - Avoid the Number-Crunchers! You will find a lot of Accountants out there who will just do the numbers for you, and their Fees will just reflect that. But, it is value you should be after, so it is always worth paying that little bit extra to get a more pro-active Accountant on board. - And, you will find the extra value you will get will easily outweigh the extra cost!

To find out how we would work with you, please Contact Us. Also view Our Promises.

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