CHOOSING AN ACCOUNTANT
Make sure that you get the accountant you deserve.
An accountant for you.
Choosing an accountant is an important decision and you need to find someone that matches your needs; someone you feel comfortable with. Most importantly, someone you trust; whose fees are fair. See our advice to help you get the most from your accountant.
Fixed Timescales
Agree fixed timescales on when work will be done. Get them to guarantee it.
Use of Email
Ask if they communicate by email to speed up service and save costs.
Existing Clients
Ask to speak with some of their clients to see what they say about them.
Call Whenever You Need
Get an accountant who you can call whenever you need help and advice.
Engagement letter
Ask for a copy of their letter and make sure everything you need is included. Make sure they keep to what they are to do.
Prepare for meeting
Make sure you prepare for any meetings you have with them, and let them know beforehand what you want answers to.
View their website
Do this to see how pro-active they are what they offer to clients. If they don’t have one or it is a very poor site, it could reflect on the service that you will receive.
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?
Understanding
Get an accountant you can speak to openly and honestly; who understands what you are saying, and who you understand.
Give Tax Ideas
Ask them what tax ideas they have constructed for you. You want an accountant that regularly and proactively thinks of new and dynamic ideas to help you thrive.
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; whilst taking action on what you need. If not, lose them, lose them quick!
Quick Response
Make an enquiry and see how quickly they respond. If they aren’t fast when trying to gain your business, what will they be like when working for you?
What Services are Offered?
Find out if they offer all the services you need, as-well as the services you are likely to need in the future.
Commercial Awareness
Talk to them about your business and your ideas and see how commercial they are. Do they understand your business?
Want us to work with you?
Make sure to get in contact with us today.