Choosing an accountant is a relationship decision as much as a technical one. These questions can help you find a good fit.

About the work

  1. What will you do for me, and what will I need to do for you?
  2. Do you regularly work with clients like me?
  3. What happens if my situation is outside your experience?

About fees

  1. How are fees set: a fixed price, hourly, or something else?
  2. What is included, and what would cost extra?
  3. Will I get the scope and fee in writing before work begins?

About communication

  1. Who will I be dealing with day to day?
  2. How quickly do you usually reply to questions?
  3. How will I send you documents, and how do you protect them?

About credentials

  1. What licences or designations do your people hold, and how can I confirm them with the licensing body?

A good firm will welcome these questions. If you would like to ask us, get in touch.