EXECUTIVE TEAM

If your accountant offers bookkeeping services, it is best to see them for both accounting and bookkeeping. This ensures that they understand your business even more and saves considerable time and likelihood of error by removing the ‘middleman’ when information is passed from your bookkeeper to your accountant, particularly come tax time.

Choosing an accountant near you is not as important today as it was 20 years ago. It is important to meet face-to-face with your accountant on occasion however today, cloud accounting has enabled accounting information to be shared digitally, saving you numerous trips to your accountant’s office! When choosing your accountant, first consider if their expertise matches your needs, then, consider their location, processes and payment structures to ensure the way they work is compatible with you.

It’s important to consider the experience and expertise you require from an accountant when choosing who will be right for you. Ask how they have helped someone similar to you in the past or how long they have been working with clients like you in order to better assess their suitability. If it’s a small business accountant you need, you may like to find someone with personal experience running a small business or who has worked with numerous small businesses in your industry. You will also want to ask about the payment structures, processes they follow and how they communicate with their clients to assess if they are the right accountant for you.