How to Choose Your Accountant

It is difficult to decide on one accountant over another unless you have been fortunate to get a good ‘word of mouth’ recommendation from a reputable source.

The following questions may help you in arriving at an informed decision:

1. Will we make a good business partner?

• Do we put clients first?
• Do we follow the Golden Rule – Do onto others as you would have others do to you? Do we care?
• Do we have friendly people who are easy to work with?
• Do we have a high staff retention rate?
• Will we help solve your problems today and develop strategies for a successful future?
• Do we offer efficient and cost effective “one stop” shopping for all the services you need?
• Do we offer you access to dedicated experts?

2. Will you benefit from our reputation?

• Are we active in community and professional organisations?
• Will we be a good referral source for you?
• Will our reputation in the business community open doors for you?

3. Can you expect added value from us?

• When beginning a relationship will we listen to you and understand your business without charging you?
• Will we make meaningful suggestions to help improve your business?
• Do we have a proven history of bringing tax-saving, profit improvement and cost saving ideas to clients
• Do we have added value services that will benefit you? Are we innovative?

4. Can we assure you we adhere to high standards of quality?

• Do we document client service promises and procedures?
• Will we give written guarantees?
• Can we give you references?
• Will a partner be involved throughout the engagement?
• Will we take the time to communicate often so that you understand what is going on?
• Will we meet your deadlines?
• Do we have a good reputation for quality service and work?

If you think that we can answer yes to the above questions then we should meet.

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