7 Signs It’s Time to Start Looking for Another Accountant
When it comes to your business, you want to ensure that you have the best possible team in your corner. This includes your accountant. Your accountant is responsible for keeping your financial records in order and ensuring that your taxes are filed on time. However, even the best accountant can make mistakes.
If you’re not happy with your current accountant, it may be time to switch. Here are seven signs that it’s time to switch accountants (and how to do it!):
1. You’re Not Getting the Personalized Attention You Deserve
If you feel like your accountant is more interested in your money than in you, it may be time to switch. A good accountant should take the time to get to know you and your business. They should be interested in your goals and be able to offer advice on how to achieve them. If you don’t feel like your accountant is giving you the attention you deserve, it’s time to find someone new.
2. Your Accountant Is Difficult to Get in Touch With
If you can never get your accountant on the phone or they take forever to return your emails, it’s time to find someone new. You should be able to get in touch with your accountant when you need to. If you can’t, it will make it difficult to get your questions answered and to stay on top of your finances.
3. You’re Not Sure If Your Accountant Is Up-to-Date on the Latest Tax Laws
The tax laws are always changing. If you’re unsure if your accountant is up-to-date on the latest laws, it’s time to switch. You don’t want to end up paying more in taxes than you have to. A good accountant will stay up-to-date on the latest tax laws so they can save you money.
4. You’re Not Happy with the Fees You’re Paying
If you’re not happy with the fees you’re paying, it’s time to switch. You should be able to find an accountant that charges a fair price. Don’t be afraid to shop around to find the best price.
5. You’re Not Sure If Your Accountant Is Properly Tracking Your Expenses
If you’re unsure if your accountant is properly tracking your expenses, it’s time to switch. You need to be able to trust that your accountant is keeping accurate records. If you’re not sure if they are, it could lead to problems down the road.
6. You’re Not Happy With the Financial Reports You’re Receiving
If you’re not happy with the financial reports you’re receiving from your accountant, it may be time to switch. Your accountant should be able to provide you with accurate and up-to-date financial reports. If you’re not receiving the reports you need, it may be difficult to make sound financial decisions for your business.
7. You’re Not Sure If Your Accountant Is Properly Protecting Your Confidential Information
Your accountant should be keeping your confidential information safe. If you’re unsure if your accountant is properly protecting your information, it may be time to switch. You should feel confident that your accountant is taking steps to protect your information from identity theft and fraud.
There are a few key signs that it may be time to switch accountants. These include feeling like your accountant is unresponsive, being unhappy with the level of service you’re receiving, or feeling like you’re not getting value for your money. If you’re considering switching accountants, it’s important to do your research and find an accountant that you feel confident in. Once you’ve found a new accountant, the process of switching is relatively simple. You’ll just need to provide your new accountant with your financial documents and information, and they’ll take it from there.
Ash CPA offers accounting and tax services from a CPA for dentists in Framingham. Contact us today to know more about our services!