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How To Work With An Accountant
Businesses
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Businesses should meet with an accountant at least three times a year.
- The first meeting should be after the financials are in for the first six months of your fiscal year. It's a good time to review how the business is going, where the numbers indicate changes can or should be made, and any general advice the accountant may have.
- Two to three months prior to the end of your fiscal year to determine if there are steps to be taken to minimize taxes for the year.
- After the financials are prepared at the end of the year to discuss how the business has been doing, and whatever advice the accountant may have.
- If you have a board of directors, the accountant should meet with at least a representative of the board. If the board is large enough, there should be a meeting with the finance and/or audit committee.
Ask your accountant to meet with your bookkeeper to be sure the person is technically right for the job. If you are hiring a new bookkeeper, ask the accountant to meet the likely candidates to determine ability as well as whether they can work together.
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