Accounting Assessment:

Are You Getting the Most Value Out of Your Current Accounting Service?

Trusting a third party with your accounting/finances is a huge undertaking and you need to be sure that you and your business are being properly taken care of.

If you are currently working with an accountant or accounting team, do you feel that they are focused on helping you grow your business? Are they providing the clear communication that you need to stay on track?

Below is a helpful checklist that illustrates the boxes your accountant should be checking for you.

If you feel that you are not getting the value that you should be out of your current accounting service, our free online assessment will provide you with more clarity.

Accounting Assessment

Answer yes or no to the following questions:

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Does your current accountant touch base with you at least once a quarter?
Does your current accountant pass along timely tax-related updates and tax law changes?
When your current accountant completes any finance-related matters, is their work clear and organized?
Does your current accountant offer all the services you need, such as business consulting, taxes, accounting & audits, business valuation, and retirement plan services?
Does your current accountant understand your industry?
Is your current accountant active in forecasting, cost reduction and general finance optimization?
Is your current accountant a person of integrity with strong ethics?
Does your current accountant possess up-to-date credentials and the right certifications?
Is your current accountant a member of any professional organizations, such as the National Association of Tax Professionals or the American Institute of Certified Public Accountants?
Does your current accountant perform all aspects of their business in-house without outsourcing?
Are you comfortable with your current accountant’s fee structure?

Submit the form to calculate your results: