If your accountant or bookkeeper doesn’t respond to you or call you back, why are you still employing them? Finding the perfect bookkeeper who seamlessly assists with tax preparation isn’t just about numbers; it’s about building trust and understanding. Here’s how to unlock that ideal partnership:
Firstly, seek an Accountant or bookkeeper who does both the bookkeeping and tax preparation jobs, why hire just a data cruncher. Look for certifications like a Certified Public Accountant (CPA) or an Enrolled Agent (EA) or credentials signifying tax expertise. Experience with your industry is a bonus. But qualifications are only half the story. Prioritize someone who thrives on clear communication. Imagine asking a question and receiving not just an answer, but tax advice that can make you keep even more of the hard earned money that you earned.
Accessibility is paramount. Opt for someone who readily answers emails, phone calls, or even schedules quick video consultations. Tax implications can arise throughout the year, not just at filing deadlines. You need a responsive guide, not a seasonal ghost. Don’t hesitate to ask potential accountants about their communication style and preferred methods of contact.
Remember, the ideal accountant or bookkeeper becomes a financial confidante. Seek someone who can explain complex concepts and celebrates your financial wins. This open, approachable demeanor fosters trust and empowers you to make informed financial decisions. With the right accountant and or bookkeeper for your business by your side, tax season transforms from a stressful hurdle into an opportunity for learning and financial growth.
