Choose Your Accountant: The 5 Rules To Follow

What are the criteria to consider when choosing the right accountant, who will become your preferred advisor? Zoom on the 5 rules to follow before signing with the first comer.

1 - THE BUSINESS SECTOR FAVORED BY YOUR ACCOUNTANT

Accounting firms often target the same type of clientele, depending on the nature of their activity. They are thus able to immediately detect the consistency of your management ratios with those of the sector concerned. They know the regulations, the specialized partners. They know immediately what your needs are and what your accounting daily will be. If you work in a regulated or very specific profession (catering, building ...), make sure your accountant knows your land! 2 - THE SIZE OF THE COMPANY Many public accounting firms operate with the same type of clientele, in terms of business sector, but also size of the company. Thus, some specialize in VSEs and SMEs. If this is your case, get closer to this type of expert rather than aiming for a prestigious firm with a clientele of large structures. You will not only be consistent with their rates, but most importantly, your expert will be familiar with the issues of a small business. 3 - BEYOND THE TRADITIONAL SERVICES OF A CHARTERED ACCOUNTANT The profession of the accountant is to record your transactions in chronological order, to prepare the annual accounts of the company, to make the tax declarations and the accounting revisions. Beyond these services, make sure you know and be available in the topics that concern you. If you hire, make sure he or she will handle the payroll. If you are looking for help in the business creation phase, the expert will be able to guide you in the registration formalities, the appropriate credit agencies. It can also provide management dashboards adapted to your structure, accompany you in case of difficulties, assignment, succession or change of status. 4 - The geographical proximity of your accountant Despite the new technologies, in case of emergency or a specific need, it is often important to be able to meet your accountant face to face. If only for the quality of the exchange! It would be a shame to waste precious time in transport. Privilege a firm close to you. 5 - THE SOFTWARE USED BY THE ACCOUNTING FIRM Many firms work in a dematerialized way thanks to platforms of exchange accessible to the head of company. This method is very practical. It would be a pity if your expert is still working "old fashioned" as this type of tool is spreading. Know the software used and make sure that it is compatible with your computer.