To help you make this decision, today we share some tips that you can take into account when changing your accountant.
1. Evaluate what your current accountant does
Sit down, take notes and start listing the activities and responsibilities of your accountant. Are you doing them all efficiently? Some criteria that can serve as a guide are:
· His experience is limited to do your accounting.
· It does not notify you on time about the tax payments that correspond to your business.
· It is impossible or difficult to contact you when necessary.
· Shows little interest in a business, beyond doing accounts.
· It seems outdated regarding the use of technology.
2. Think of more than one option
If you are going to change your accountant, it is important that you consider different options, as if you were hiring a new employee for your business. Seek recommendations from people nearby.
3. Define what exactly you need
Many times we hire the wrong accountant because we were not clear about our needs from the beginning. For this reason, it is important that we define what we want from our new accountant and what we expect his tasks and results to be. In this way, we can find an accountant who is aligned with our objectives.
Accounting consultancy: tips for choosing the best option
Today it is quite common for entrepreneurs to decide to acquire the services of a virtual accounting consultancy, in order to delegate their accounting to an expert and be able to obtain better financial results, as they focus on other areas of their business. .
However, even to choose a virtual accounting consultancy, there are several key points that we must take into account, since we do not want to hire someone who is going to leave our accounting halfway or who does not meet our expectations.
Therefore, to help you select the best option in accounting advice, we want to give you these 3 great tips:
1. What services do you offer? Vs. the type of advice you need
The first thing you should be clear about, before hiring a virtual accounting consultancy , is what type of service you need and what the needs of your business are, because not all consultancies cover what you are looking for.
Ultimately, this should be the first filter you should apply. Make sure that the accounting consultancy you decide to hire is aligned with your needs.
2. Training and experience
Since it is about the accounting of your company, it is important that you ask about the experience of the advisor that you are interested in hiring. In addition, you can apply some key questions for a much deeper investigation, such as:
· How many years have you been operating?
· Have you worked with companies in the same sector?
· What are the accounting software that you know and use?
· What has been your greatest success story handling the accounting of a company?
· What do you think could be a limitation in our company-accountant relationship?
In this way you can ensure that the advisor or advisory service you decide to hire is the one with which you feel most secure.
3. Reputation and opinions
In many cases you can find great accounting consultants with a bad reputation, either for not meeting deadlines, regardless of how good their work is.
However, to avoid any type of inconvenience like this, it is not enough to look for reviews and know their reputation. Today everything is just a click away, especially when it comes to hiring a virtual accounting firm, so you can rely on LinkedIn, Google and other social networks to see what other clients are saying.
Rest assured that all this research will help you make the final decision.
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