Unlocking Maximum Value: Optimising Your Relationsip With Your Accountant

Maximising your accountant's value requires transparent communication, clear expectations, and collaboration. Accountants are an investment in your financial future. Below are somethings you can do to ensure your business is looked after, when working with an accountant. 

Choose wisely & Ensure Compatibility
Seek experienced accountants that can connect with you and cares about your business plans.
Avoid basing your decision solely on low fees. 

Set clear expectations & Encourage dialogue
Define required services and discuss fees upfront. 
Foster understanding by asking questions and implementing advice.

Communicate regularly & Provide accurate information
Schedule periodic meetings to discuss goals, budgets and advices. 
Maintain honesty and provide timely updates on your plans. 
Maintain updated records to streamline analysis and reduce expenses.
Prepare for meetings to foster productivity and clarity.

Leverage expertise & Seek assistance
Seek counsel on budgeting, improvement, investments, and retirement planning.
Good accountants can often see the “flaws” in a business, and are able to recommend sound suggestions. 
Consult them for business challenges and expansion plans, so they can help better serve your growth. 

Disclaimer: The information contained in this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs and where appropriate seek professional advice. Taxation, legal and other matters referred on this website are of general nature only, and are based on interpretation of laws existing at the time and should be not relied upon in place of appropriate professional advice. Those laws may change from time to time.