Whether you’re looking to hire an accountant for your small business or to help you manage personal finances, what qualities do you look for in an accountant?
As an experienced accountant and having worked for several clients, accountant Randall Dang understands that many clients have certain traits they want to see in their accountants. After all, the accountant will be helping you with finances, offering financial advice, and advising you on major decisions. That being said, it’s important that you find an accountant you feel comfortable and confident in. You want someone who you trust and can rely on. Here are some tips for picking the right person to help you:
They’re Experienced
A suitable accountant should have at least five years’ experience. This demonstrates that they are knowledgeable and practiced. As Randall Dang explains, an accountant generally specializes in a few areas to offer various services to clients. Find an accountant who specializes in the services you need. For example, if you need them to help manage your business’s finances, they should have previous experience helping other businesses. If you’re looking for an accountant to help with your personal finances, they should have experience working for other individuals like yourself.
They’re Great at Communicating
There are a lot of fancy terms used in accounting that the average person isn’t usually familiar with. While it’s great that an accountant is experienced, you also want to be able to communicate with them on a level that you understand. You want to be able to use them as a resource, ask them questions, and expand your knowledge.
They’re Available When You Need Them
Some people only need an accountant once or a few times a year. Others tend to turn to their accountants more frequently. Ensure the accountant you select can and will be available when you need them. Also, how will you communicate or get a hold of your accountant when you need them? Are they only a phone call away or do you have to schedule a time to come in?
You’re Comfortable Discussing Important Details With Them
Since you’re going to be discussing your finances with your accountant, emphasizes that you need to feel comfortable in doing so. If you feel intimidated or aren’t at ease discussing financial information with your accountant, you should look for another one.
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They Answer Your Questions
Finances and taxes are complex subjects so it’s more than understandable that you will have questions to ask. The right accountant doesn’t just handle your finances but will answer questions and make sure you understand everything.