Am I with the right Accountant?

If you are looking at this page then you are most likely unhappy with something your current accountant is doing.

Not all accountants are the same and many operate in vastly different ways, we will ask and answer some of the most common questions about accountants and you can apply them to your current accountant and see if they are for you or not.

Does your accountant provide advice and save you money?

Have you thought about expanding your business, house, changing your job or any of a hundred different things that can have a big impact on your life? Anything like this needs consideration before you can go ahead and make an informed decision.

Your accountant will be able to help answer these questions, you should free feel and welcome to call them or drop them an email and have valuable conversations that will give you guidance on the best way to proceed or other options available to you. Good accountants normally provide advice like this for free to their clients.

Does your accountant save you tax?

It might seem like a silly question but in accountancy language tax compliance means they will process your accounts and send them off, tax planning means they will do the same but also use legal means to save you paying extra tax.

A good accountant will know many of the best ways to save you tax, whether that is the use of dividends, the best way to deal with your house or assets, or even to get the most out of what you can claim from your car. A good accountant will be doing their utmost to work on all these areas and will be fighting to make sure you pay less tax.

Has your accountant helped you with future plans?

Accountants are often seen as the people who can tell you everything that has already happened but not actually help at all with the future. A good accountant will be able to help answer questions to help shape your future and will often highlight these to you without you needing to ask.

An accountant will be able to make suggestions for the future with the pros and cons of what will be best to save the most tax but also business suggestions also.

Are you a Precise Fit for our specialist skills?

1 Are you a small or micro business owner/ manager and want to better understand “The Rules of the Game” when running your business                                                                               Y/N

2 Do you use or want to use Quickbooks online to better manage your business finances?                                                      Y/N

3 Do you employ 1-25 employees in your business ?      Y/N

4 Do you want to build your family / personal wealth?   Y/N

5 Are you looking to invest in Property for the long term ?                                                                                                             Y/N

6 Do you want your accountant to help you raise finance or mortgages?                                                                          Y/N

7 Do you need help with your book-keeping?                 Y/N

8 Do you need help making business decisions?             Y/N

9 Do you want to understand how Tax works and how to legally pay less tax?                                                                         Y/N

10 Do you want to get quick and understandable answers from your accountant?                                                                 Y/N

11 Do you want clarity on pricing from your accountant ?

                                                                                              Y/N

12 Will you do what you say you will do to improve your business and personal wealth                                                           Y/N

If you scored 12 Yes’ then contact us right now, if you scored 8-11 Yes’ then again your likely to find that we are a very good fit for you.

If you scored less that 6-8 Yes’then lets find out what you are really looking for.

5 or less Yes’ probably means you dont need what we offer.

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