When it comes to getting the best value out of an accountant, it helps to have a qualified one by your side. David M. Daggett has worked as an accountant since graduating San Diego State University in 1983, and for people in his profession, he's seen the value of accountants grow by the year. From managing tax returns to providing financial advice on a host of issues, there's a lot to gain from having an accountant.
Wise selection
You want to work with accountants who know your line of business. Anyone can call themselves an accountant, but you are looking for certified or chartered accountants whose qualification is backed by a recognized body. Someone who works for a large firm speaks to reliability, but those who have established their own firms or work for small ones might respond better to your issues. When you engage an accountant, ask for references.
Managing expectations
The accountant will summarize their terms of engagement in an official letter. You should have your expectations in writing, too. Explain the level of service you want, for example, the timelines that work for you. Building a professional relationship requires that you are both clear on expectations.
Additional services
As you gauge the prospective accountant’s qualifications and abilities, ask what other services they can provide. These can range from financial forecasting to helping with procurement and auditing processes. Asking questions will help you uncover any additional benefits to the engagement.
David M Daggett CPA has been a Certified Public Accountant since 1986 and is currently a partner at a California-based tax practice
Wise selection
You want to work with accountants who know your line of business. Anyone can call themselves an accountant, but you are looking for certified or chartered accountants whose qualification is backed by a recognized body. Someone who works for a large firm speaks to reliability, but those who have established their own firms or work for small ones might respond better to your issues. When you engage an accountant, ask for references.
Managing expectations
The accountant will summarize their terms of engagement in an official letter. You should have your expectations in writing, too. Explain the level of service you want, for example, the timelines that work for you. Building a professional relationship requires that you are both clear on expectations.
Additional services
As you gauge the prospective accountant’s qualifications and abilities, ask what other services they can provide. These can range from financial forecasting to helping with procurement and auditing processes. Asking questions will help you uncover any additional benefits to the engagement.
David M Daggett CPA has been a Certified Public Accountant since 1986 and is currently a partner at a California-based tax practice
