Protea Weekly - Episode 30 - How to choose an accountant

Protea Weekly – Episode 30 – How to choose an accountant?

In this episode, Zane Stevens discusses the importance of selecting a good accountant and provides five key questions to ask when evaluating accounting professionals.

He emphasizes the need to understand the services offered, industry specialization, security and confidentiality measures, pricing structure and fees, and communication protocols. Stevens highlights the significance of clear communication and trust in the client-professional relationship. He also encourages business owners to make informed decisions when choosing accounting professionals to ensure a successful partnership.

Takeaways

– Reflect on the first half of the year and make adjustments for the second half

– When selecting an accountant, ask about the services offered, industry specialization, security measures, pricing structure, and communication protocols

– Consider using a specialist or niche firm for industries with specific complexities

– Clear communication and trust are crucial in the client-professional relationship

– Make informed decisions when choosing accounting professionals to ensure a successful partnership

Sound Bites

“What decisions should these people be making?”

“What is their pricing, structure and fees?”

“Asking the right questions upfront is critically important”

Chapters

00:00 Introduction and Reflection on the First Half of the Year

01:49 The Importance of Selecting a Good Accountant

07:10 Asking the Right Questions Upfront

08:59 The Challenges of Changing Professionals

21:17 Conclusion and Encouragement to Make Better Decisions