How Do I Know If My Current Accountant Is Still the Right Fit?
Short Answer: If you get accurate reports on time and clear answers when you ask, it’s working. If you’re mostly hearing from them at tax time, it may be time for a second look.
Businesses change, and the help they need changes with them. An accountant who was perfect when you started may not be set up for where you are now. That isn’t a failure on either side, just a sign you’ve grown.
Common mistakes:
Waiting until tax season to find out something’s wrong
Staying out of habit, or switching out of frustration without knowing what you need
What we recommend:
Get an outside review of your books, then decide based on what it finds.