How to select your accountant

Does your business need someone special with lots of experience in your field? Or will any old accountant do? Do you have a specialized accountant, or do you have a generalist currently? Do they work with you on your terms or do you work with them on their terms? Do you just want to shove all the accounting stuff at them and let them sort it out, or do you want to be an active participant in the process? Or at least understand the process?

For many businesses, specialized accountants will help with finding the proper tools for your business because they work with many people in that industry. They know the tools that work for that industry and the ones that don’t. To some extent there’s always going to be a give and take with any (business) relationship, and that’s perfectly normal, but also, there need to be expectations set down in the beginning for how things work. And yes, most accountants can do all of the work, but it helps if business owners can take some ownership of the paperwork and organize what needs to be done. And we can provide plenty of ways to make that organization happen. And the best accountants take time to sit down with you and go over what’s happening, and make sure to present it to you in a way that you will understand.

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Is your accountant on board with your five year plan?