How to Choose and Get the Most from Your Accountant


Choosing an accountant is an important decision and you need to find one that matches your needs.  You should feel comfortable with them and be confident in their billing structure.   We have produced the following checklist to help you choose, and get the most from your accountant:


Get an accountant who you can call whenever you need help or advice, without fear of being charged every time you make a phone call.


Get an accountant you can speak to openly and honestly who understands what you are saying and who you understand.

Commercial Awareness

Talk to them about your business and your ideas and see how commercial they are. See whether they have a good understanding of your business.

Tax Ideas

Ask them what tax ideas they have for you. You want an accountant who will pro-actively come up with regular new ideas.


Make sure you prepare for any meetings you have with them and let them know beforehand what you want answers to.


Ask if they communicate by email as it speeds up service and saves costs.


Visit their website to see how pro-active they are and what they offer to clients.If they do not have one, how can you find out more about them?  Is it a poor website – what does that say about the service you are likely to receive?

Who’s who?

Find out who you will be dealing with, within the firm.  Find out if it will be one accountant or a team of many different people under supervision.


Find out if they offer all the services you need and are likely to need in the future.

Fixed Timescales

Agree timescales by when work will be done and get them to guarantee it.

Existing Clients

Ask to speak with some of their existing clients to see what they say about them.

Engagement Letter

Ensure you receive a letter of engagement.  Make sure everything you need is included.  This is the contract between you, ensure they are adhering to it.