Choosing the right accountant can be the difference between sound and high quality professional advice, and advice which is far from accurate. We’re talking about specifics here, and in order to have financial advice that you can trust, which is tailored to your actual situation, you need to be sure that the person you’ve chosen is up to the job.
There are countless accountants you can choose, but finding Mr. or Mrs. Right can be difficult if you’re not sure which questions to ask. Never simply jump in with the first choice you see; it’s vital that you delve a little and seek the answers you really need. Of course, you can choose a bricks and mortar accountancy office in your local area or nearest city, or you can opt for an online service if you prefer. Regardless of the route of choice, you need to be sure of your choice, and that means asking some of the following questions.
• How long have you been practicing?
• Do you have any specific areas of specialty?
• Which software packages do you use for accountancy?
• Do you have an accountancy partner, or will I be dealing with you specifically?
• What are your fees and are there any extras I need to be aware of?
• How do you communicate?
• How often do we need to meet, and how?
• Can you represent me in all areas, or just my local area?
• How long as your business been established?
• Do you have any testimonials of other clients I can read?
These are the basic questions you should be asking any accountant, and it’s expected that you ask these questions of several different accountants on your shortlist, before deciding on the correct one for you.
Knowing how long an accountant has been practicing and how long their business has been established will give you peace of mind that they have the specific experience you need, and by asking them about their software choices, you can check that they are using the most up to date packages available for their field. An accountant who is using an old fashioned or outdated package isn’t going to be the right choice for a modern day business.
It’s also important to know whether you will be dealing with one specific person, or whether there are partners involved. You also need to speak to these partners at the same time, to ensure that you are familiar with their areas of specialty and their experience too.
Of course, fees are vital, especially for a modern day business, and you also need how often you will be required to meet up with the accountant for catch ups, and how they communicate if you need to ask a specific question, e.g. are they available over the telephone easily, or will it be via instant chat or email?
By knowing the answers to all of your questions beforehand, you’re able to make a choice which is correct for your specific business.
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- The Capex Team