if one were going to give his accountant the boot what

Discussion in 'Business Operations' started by ant, May 18, 2003.

  1. ant

    ant LawnSite Silver Member
    Messages: 2,466

    info would one need to change?
    would last yr. return be enough info for the new accountant?

    i am 100% quick books shoyld he be also?
  2. tiedeman

    tiedeman LawnSite Fanatic
    from earth
    Messages: 8,745

    Your past years returns should just about all that he really needs. Maybe send him some finanical information about your company for he isn't totally lost in the dark.

    If he isn't 100% Quickbooks that is nothing to worry about.
  3. Green in Idaho

    Green in Idaho LawnSite Senior Member
    from Idaho
    Messages: 833

    Why are you giving him the boot?
  4. ant

    ant LawnSite Silver Member
    Messages: 2,466

    putting things off,i still have not have my taxes done,ect....
    somethings was my doing but i just not into him 100%...
  5. bruces

    bruces LawnSite Senior Member
    Messages: 648

    Make sure you have a copy of your depreciation schedules.

    As far as the service goes, do you provide him information on a timely basis?

    Do you answer his questions to you on a timely basis?

    Do you get information in to him early or on April 1?

    Do you pay your bill on a timely basis without complaining?

    Does he give you good advice and respond to your questions promptly?

    Do you see him just once a year or several times for planning and consultation?

    A few questions to consider to determine whether you are at fault, he / she is at fault, and maybe why the service is not what you think it should be.

    I heard a saying once, you can have two of the following three things, pick which you want.

    1. Good service.

    2. Timely service.

    3. Low price.

    If you are expecting all 3, you are out of line. If you just don't have a good relationship with your accountant, it is probably a good thing to change, regardless of any of the above facts.

    As far as Quickbooks, you definitely want to make sure anyone you choose is familiar with Quickbooks. It will be very rare to find an accountant that is truly 100% Quickbooks. It just isn't practical - there are two many other packages out there that people use for an accountant to be 100% Quickbooks.

    Howerver, to find someone that is Quickbooks knowledgeable, you can go to the Quickbooks website and search for professional advisors in your area that are Quickbooks certified.

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