CHECKLIST – What to Ask your Accountant

How to ask your accountant how to improve your business profits!

Usually, accountants provide great tax and compliance advice but often fall short when it comes to guidance on how to improve business, or better manage risks. This isn’t because they don’t know how – they do – generally they are just focusing on what you are asking them (“How can I reduce my tax???”)

This list will push your accountant into thinking beyond tax – leading them to consider ways to help you grow and protect your business during the coming year.

Take this list along with you to your next meeting and you will have 9 questions to ask in addition to the ones you usually cover.  It is likely that you never even thought to ask your accountant any of these previously, but it is never too late to start.

Many Accountants tried to have this list of profiting questions banned, because it makes them think outside their comfy tax box!

At first my accountant got a bit of a shock, but both of us worked through the list and I came away with some really good advice for safeguarding the business, tweaking my payroll management, and for reducing my accounting fees. Well worth the trouble, and we parted ways both very pleased in the end.

Sarah Dowsett
SME Business Coaching - what to ask your accountant - Diamond Business Advisory

Ask your Accountant some key questions and get the best out of your professional relationship – Download this Free checklist right now.


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