Top Four Questions to Ask Your Accountant

Though you may not want to think about hiring an accountant for your small business, it would be a mistake not to. He or she will be able to help keep your paperwork in order all year long so that you are ready when it is time to file your taxes. 

If you are thinking about hiring an accountant (or just started working with one), here are some questions that you need to ask.

 

How can I get in touch with you?

Before you even start working with an accountant, you need to know the best way to get in touch with him or her. Does your accountant prefer phone calls, texts, or emails? When sending paperwork over, how does he or she want it? Do you need to mail out the paperwork, meet in person once in a while, or can you send it over email or through the fax? 

 

How often should we be in touch?

Depending on the size and growth of your business, you and your accountant should be able to come up with a regular meeting schedule. You may want to meet weekly or even monthly, depending on your wants and needs. 

 

What paperwork do I need to keep? 

Your accountant will be able to help you organize your paperwork. He or she will recommend keeping all of your financial statements, tax returns, receipts, bank statements, credit card statements, business agreements, insurance documents, payroll records, and much more. 

 

How can I get prepared for tax season? 

Most people get an accountant so that they are ready for tax season, so you are already on your way to being prepared. That being said, your accountant will help you stay on track with your bookkeeping so that you have everything up to date at all times. He or she will also help you gather the information that you need when it comes to filing your taxes. 

If you are looking for someone to help get your paperwork in order so that you are ready for tax season, don’t hesitate to contact us today. We will be glad to talk to you to see how we can help!