Top questions to ask your accountant

Before you appoint an accountant, it’s important to ask a series of questions that determine whether or not their services and approach will be a good fit for your business. Here are some of the main questions to consider.
What type of accounting software do you use?

This will tell you whether your accountant is up to speed with digital technology or still using older-fashioned methods.

Image credit

Can you provide references?

Your potential accountant should be able to provide references that show the quality and reliability of their service.

What services do you offer?

At the very least you are likely to want bookkeeping services and tax return preparation for your business. In addition, however, you might also want advice and consultancy too, as well as support for services such as taxation.

How do you work with clients?

Find out how available your potential accountant is and how they like to engage with clients. Will you have an in-person meeting now and again, for example, or will you simply converse online? There is no right answer per se, as the right approach will depend on your needs and business.

What are your fees?

This is an important question to ask because you’ll want to know how much you’ll pay for the service you buy in. Find out what the contractual arrangements are too.

Image credit

Why ask questions?

This kind of consultative approach applies whether you’re seeking an accountant or a Cheltenham business coach such as It makes sense to plan your questions in advance so that you can make a strong and informed decision about which agency to appoint.

With a structured approach and plenty of consultation, you can find an accountant who will add real value to your business and save you more than their fee costs!