1. Monetary Wiz
It's insufficient to only read numbers. Your accountant should be able flit through your balance sheet, to sit back on your first visit and give you an instant and exact reading of the state of your company. Grab your hat, if on first visit they can not do this and make for the door! You want an amazing accountant and direct and honest guidance can nearly feel amounts and business well-being. They could do it well and they can do it immediately.
2. Big and Small Image Thinker
That is critical. A great accountant understands the detail of your financial statements. This really is what all accountants are trained to do. But a great accountant comprehends the global or structural strengths and weaknesses of your finances and goes beyond conceptualises and book balancing. They give you a roadmap of guidance on the best way to get there and see and develop exceptional results for your business.
3. Have They Grown Their Own Company?
What is the state of the own company? Is it in good shape? This does not mean they've created a corporation, but what it does mean is they have an excellent running company or firm that is flourishing and healthy. Have they taken risks? Are they proactive and progressive? Are they in step with the times? Do they use modern technologies? These are great indicators. Choose note if this is occurring and if it's, you might be in the appropriate place. If not, find a beanie who's doing just that!
4. Good Communication
Does your cpa adhere to account - talk or do they follow best practise plain English included in their communications policy with customers? Are communications labored and laboured or simplified so there's mutual understanding and clarity? You have let us know this is among the single most important qualities to you. Customers tell us they need great, simple, smart help. They don't need to hear about academic theories on the growth of taxation laws in NZ over the previous thirty years!
5. What Kind of Team Does Your Accountant Have?
An excellent accountant is not scared to fire team players who are not performing for you, the customer. A fantastic accountant will keep trying to find key team players who contribute to a fantastic job. They go beyond and above to source team members who deliver not merely a set of financials, but quality financials that maximise your return and without cutting corners. There is no sloppy at Slaters. It's about a fantastic team. From Tina (our just amazing front of house reception individual) through to Harsha, (the leader of our Financials Team) and Beth and Shareena. Amazing staff - longstanding members over many years - great people that work well together for the team and customer.
6. Understands a Great Business Model.
It is not just about a set of financials. An incredible accountant gives you the capacity to develop an extremely great, comprehensive business model over many years. We're proud to say we have clients who have been with us 25 years and some of these have been challenged to grow and prosper their companies even when it is been distressing! Those who have stuck with our enormous picture strategies reap the rewards. If your accountant doesn't help you develop a healthy, longterm business model, have a think about moving on.
Up clear costs and front payments? And we don't mean "bundling bundles." We decided against these some years ago in favour of greater transparency. A clear, fixed price you could pay off or pay in one fell swoop. (Bundling is a monthly payment that can eek away in the background without you ever completely accessing the complete price. It is a confusion for customers as they're locked in to their package and can not ever actually get anything without paying additional dollars. We do not do that. Not transparent enough for Slaters and we have seen it eventuate into relationship breakdown between partner and client.) Simple to make an appointment? How about hidden costs? Are there annoying and sneaky hourly rates concealed somewhere in the fine print? An incredible accountant is completely transparent about costs and is also quite reachable. They are not difficult to communicate with and keep coming back to you personally immediately via email, phone calls or free meetings. At Slaters it is possible to even pop in and catch Brad and Brett for no additional price. That is ease!
This can be a biggie. Customers have reported that they're really more comfortable with an accountant who is NOT out and about at every social function and assembly. You've told us a fantastic cpa isn't boozing it up at the bar and letting loose with your private financial issues. There's a code of ethics to adhere to, which has to be taken very, very seriously. An excellent cpa understands they are coping with soul and the financial heart of their customers and their families and honours that advice so.
These are just a couple of the essential components you have to look for when sourcing a great accountant. We hope it helps you on your financial journey. And remember, should you be looking to change beanies or locate the one that can actually help you, do not hesitate to e-mail us in at the office on firstname.lastname@example.org . You can even book a free appointment online here . Make an appointment and talk with Brett about improving your financial future. It's free once you speak with Brett, and odds are you will come on board with Slaters.