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How to Choose and Get the Most from Your Accountant

Choosing an accountant is an important decision and you need to find one that matches your needs, that you feel comfortable with, who you can trust and whose fee levels are fair.

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

  • 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 commercially viable they are. Do they understand your business?
  • Will Visit You. Ask them if they will visit you for an initial consultation free of charge. Why should you have to spend time travelling, when they are the one trying to get your business?
  • Gives Tax Ideas. Ask them what tax ideas they have for you. You want an accountant who will pro-actively come up with regular new ideas.
  • Prepare for Meetings. Make sure you prepare for any meetings you have with them and let them know beforehand what questions you would like answers to.
  • Use of Email. Ask if they communicate by email as it speeds up service and saves costs.
  • 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?
  • 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 and takes action on what you need. If not, lose them, lose them quick!

To find out how we would work with you, please contact us.