How to Have a Proactive Relationship with Your Accountant

Your accountant will be one of the most important relationships you will make in your business. They are trusted with your accounts to make sure that you are compliant when it comes to issues like tax as well as making a healthy profit for the benefit of your company and your employees.

However, ensuring that you have a proactive relationship with your accountant will be helpful for several reasons. Let’s take a closer look at some of the ways you can be a proactive client.

Find a Local Firm

While the internet has made business practices much easier, local services will still always come out on top. For example, if you are based in Gloucestershire, searching for the top accountants in Gloucester will ensure you are working with a trustworthy firm.

By hiring a local accountant, you will be able to swing by the office whenever needed. Whether it is a face-to-face catch-up or a signature on a document, you are only going to be a relatively short distance away. What’s more, a local firm will also be aware of any local restrictions you might have to face. They will be better suited to give you advice compared to a company in another part of the country.

Find the Right Person

Finding the right firm is one thing but finding the right accountant within that firm is just as important. You need to find someone who you are happy to work with if you are seeking a proactive relationship.

The ideal accountant for you should be happy to explain what they are doing and willing to give you as thorough a report as you need. Find someone you are happy to talk to and who you can have a great working relationship with. Fostering a positive relationship is always going to be better for you overall than a distant but civil one.

Be Clear About What You Want

You are the client here so you get to indicate how things are done. If you require a report or a detailed analysis alongside your books, you can request that. Likewise, you might want notification of when a major deadline is approaching.

The perfect accountancy firm should be able to meet your requests as best as they can. There may be some things they are unable to do for you, so prepare to be a little flexible, but that does not mean that you cannot make requests. This is your business and you have every right to know how your finances are being handled.

Finding the right accountancy firm for you is likely to be a process. Know what you want before you start searching as you don’t want to have to abandon a prospective partnership because they can’t offer a service you need. Be open and willing to work with your accountant. Before you know it, you could have the perfect proactive relationship between your company and this accountancy firm, ready to help you with any issue that might come your way.