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.
"*" indicates required fields
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
