What Makes a Fantastic Accountant?
1. Fiscal Wiz
It is insufficient to only read numbers. Your accountant should have the ability to take a seat on your
first visit, flit through your balance sheet and give you an exact and immediate reading of the state of
your business. If on first visit they can't do this, grab your hat and make for the door! You want a brilliant
cpa and direct and honest guidance can nearly feel numbers and company well-being. They could do it
well and they may do it immediately.
2. Big and Little Image Thinker
This really is crucial. An excellent accountant understands the detail of your financial statements. That is
what all accountants are trained to do. But a great cpa understands the international or structural
strengths and weaknesses of your finances and goes beyond conceptualises and novel reconciliation.
They give you a roadmap of advice on how you can get there and see and develop exceptional results
for the company.
3. Have They Grown Their Own Business?
What's the state of the own company? Could it be in very good condition? This doesn't mean what it
does mean is they have a fantastic running company or company that is healthy and flourishing,
although they've created a corporation. Have they taken hazards? Are they progressive and proactive?
Do they apply modern technologies? These are good indexes. Choose note if this is happening and if it's,
you might be in the appropriate spot. If not, locate a beanie who's doing exactly that!
4. Great Communicating
Does your accountant stick to account - speak or do they follow best practise clear English included in
their communications policy with customers? Are communications strained and laboured or simplified
so there is mutual understanding and clarity? You have let us understand this is among the single most
important qualities to you personally. Clients tell us they need great, simple, intelligent help. They do
not need to learn about academic theories on the development of tax laws in NZ over the previous thirty
5. What Sort of Team Does Your Cpa Have?
An excellent accountant isn't scared to fire team players who are not performing for you, the customer.
An incredible cpa will keep trying to find key team players who bring to a great job. They go beyond and
above to source team members who deliver not only some financials, but quality financials that
maximise your return and without cutting corners. There isn't any sloppy at Slaters. It is about an
excellent team. From Tina (our only fantastic front of house reception individual) through to Harsha,
(the leader of our Financials Team) and Beth and Shareena. Excellent staff - longstanding members over
many years - great people that work well together for the team and client.
6. Comprehends a Great Business Model.
It is not just about some financials. An incredible accountant enables you to develop an incredibly great,
comprehensive business model over several years. We're proud to say we have customers who have
been with us 25 years and some of these have now been challenged to grow and prosper their
companies even when it's been distressing! Those who've stuck with our enormous graphic strategies
reap the rewards. Have a think about moving on if your accountant doesn't help you develop a healthful,
longterm business model.
Up clear costs and front payments? And we do not mean "bundling bundles." We decided against these
some years past 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 getting the complete price. It's a confusion for customers as they're locked directly into their
package and can not ever actually access anything without paying additional bucks. We do not do that.
Not translucent enough for Slaters and we have seen it eventuate into relationship breakdown between
associate and customer.) Easy to make an appointment? How about hidden costs? Are there annoying
and sneaky hourly rates hidden somewhere in the fine print? An excellent accountant is completely
transparent about prices and is also quite reachable. They're not difficult to communicate with and
return to you personally promptly via email, phone calls or free assemblies. At Slaters it is possible to
pop in and catch Brad and Brett for no additional price, on the hop. That's ease!
This can be a biggie. Customers have repeatedly reported they're really more comfortable having an
accountant who is NOT out and around at every social function and assembly. You've told us a
wonderful cpa isn't boozing it up at the pub and letting loose with your private financial issues. There's a
code of ethics to stick to, and this also has to be taken very, very seriously. A fantastic cpa understands
they are working with soul and the financial heart in their customers and their families and honours that
These are just a couple of the essential elements you have to search for when sourcing a great
accountant. We hope it helps you on your financial journey. And remember, should you be looking to
alter beanies or find the one that can actually help you, do not hesitate to email us in at the office on
firstname.lastname@example.org . You can even book a free appointment online here . Make a scheduled appointment
and talk with Brett about enhancing your financial future. It's free and odds are, once you speak with
Brett you will come on board with Slaters.