Who would have thought getting a professional accountant to help your business would be as hard as finding Wally in those “Where’s Wally” illustrations! Don’t worry, I’m here to help you hone in on what to look for to locate the right accountant for you and your business’s situation. Here are the top 5 traits to look for:
Of course all accountants go through training to offer their services to you; but not all of them maintain their skill and education levels to match that of your business’s needs today. Ensure your accountant is a Chartered Accountant. Why? Because to be one they must not only stay up to date with the latest laws and processes, but uphold very high standards in their practice.
Just because someone’s an accountant doesn’t mean they’re going to know how to handle your business or investments effectively. An accountant whose core focus is to process individual tax returns won’t have the relevant experience – meaning, they will not have a clue! – to handle your business or investment affairs, let alone understand how to get the maximum benefit for you. Ask your accountant what their business and investment experience is and be sure it’s relevant to you.
It’s one thing to “talk the talk” and quite another to walk it. Does your accountant have proof of providing excellent service to clients like you? Always request for client testimonials; any truly professional accountant will be glad to pass them on to you.
4. Tailored Help
Have you ever been treated “like a number” before? I bet you hated it, I sure do. So why would you let an accountant behave that way towards you, too? It’s imperative your accountant takes the time to learn about you and your situation to customise their help – not only to ensure their advice is accurate, but to get the most out of every scenario for you.
5. Care Factor
This goes hand-in-hand with #4 above: the honest desire to see your business succeed. Truly proficient accountants know that their clients’ success translate into their own success. It’s to the benefit of your accountant to truly care about you and your business; when you care, the best advice comes to the surface. You’ll know if your accountant cares if they ask lots of questions and take the time to listen to your replies.
These 5 traits are intrinsic to me and my team; they’re just second nature, part of what we do every day. Do you have a business or accounting issue you want answers to? Listen, I want to see your business succeed so am happy to have a chat to help you along your way. Give me a call on 1300 135 918 or click the link below to get in touch.