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How To Work With An Accountant

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You can treat an accountant like a numbers pusher, or as a member of your team. Given the accountant's expertise and potential for caring independent advice, it is better to treat your accountant as a member of your team.

If you are a small business owner or are self employed:

  • Let the accountant know that you want the accountant to share with you everything he or she sees in the numbers and in your business in general -- including gut reactions.
  • Let your accountant know you are open to bad news as well as good news.
  • It is ideal to meet with an accountant at least 3 times a year so you catch things earlier rather than later. 

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