3 Ways To Win Your Accountant’s Love

26 Feb

How to make your accountant love you

Heart shaped chocolate box, C2C Resources.comEvery accountant can relate when Jerry McGuire said to his client, “Help me help you!” Basically, your accountant probably wants to scream this in your face every time you meet.

No … really. He does.

But you can change all that by creating good habits that’ll win him over!

#1 Have your paperwork in order before your appointment.

Seems so obvious but it’s surprising the number of people who show up completely unprepared. Do your homework and if you’re unsure of what you need, touch base with your accountant before the appointment.

#2 Organize.

Find a system for organization that will make your part easier and his part more efficient. Talk to your accountant about the kinds of organizational tools he thinks your business would benefit from. In all likelihood, he’s heard about all of them and can recommend something specifically for you that he believes will work well for your business.

Keep in mind, there’s an app for nearly everything. For instance, you can easily keep up with your business mileage with an app that will then save your information into a csv file when you need it.

#3 Ask questions.

There are many reasons people hesitate to ask questions. But your accountant wants you to have all the information you need. Put aside any hesitations and ask your questions. The more you know, the better you can provide the information your accountant needs to do a good job for your business.

Are you a business accountant? What would make you love your clients a little more in 2014?

 

 

 

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