I’m Unhappy With My Current Accountant
You Shouldn’t Have To Keep Chasing To Find Out What’s Going On
Maybe your accountant gets the work done. But that doesn’t necessarily mean the relationship is working.
Perhaps you feel like you’re always the one asking for updates. Questions take too long to answer. You’re not sure what your tax position is until a bill appears. Advice seems to come after the event rather than while you still have choices.
Or you simply have that uncomfortable feeling that you don’t really know where you stand.
If that sounds familiar, you’re probably not looking for a completely different kind of accountancy. You’re looking for a better relationship with your accountant.
Does Any Of This Sound Familiar?
“I’m Always Having To Chase”
You send an email and wonder when you’ll hear back. You have a question that matters to you, but you’re not sure how quickly it matters to them.
Eventually you get an answer – but only after following up.
You don’t want constant contact. You just don’t want to feel like you have to manage your accountant as well as your business.
“I Feel Like I’m In The Dark”
Your accounts might be getting filed and your tax returns might be getting submitted, but you don’t feel particularly informed along the way.
You want to know:
- where things stand;
- what is coming up;
- what you need to do;
- what you owe and when;
- whether there is anything you should be dealing with now.
You shouldn’t need an accounting qualification to understand your own financial position.
“Tax Always Seems To Come As A Surprise”
You know you have tax to pay. The problem is not necessarily the bill itself. It’s finding out too late.
You want more warning, more explanation and the opportunity to consider legitimate tax-planning decisions before the year has finished rather than discussing them afterwards.
Being financially unprepared is stressful – even when the business can ultimately afford the bill.
“I Don’t Feel Like I’m Getting Advice”
You don’t expect your accountant to run your business for you. But you do want them to speak up when something deserves your attention.
If circumstances change, you want to know whether that affects your tax, accounts or financial decisions.
And when you have a question, you want someone who can explain the answer in straightforward language rather than simply telling you which form needs filing.
“I’m Not Sure Changing Will Be Any Better”
This is often the biggest barrier. You may have been with your accountant for years. They know the history. Changing feels like hassle.
And there’s always the thought:
“What if I go through all of that and the new accountant ends up being exactly the same?”
That is a reasonable concern. Which is why we don’t think the answer is simply to tell you that we’re more ‘proactive’ or offer ‘better service’.
You need to be able to see what will actually be different.
What You Probably Want Instead
You want to feel that the financial side of the business is in safe hands without being shut out of it. You want:
- straightforward answers;
- someone you can actually speak to;
- fewer surprises;
- enough warning about tax;
- clear deadlines;
- useful advice before important decisions;
- confidence that things are being handled properly;
- less time spent chasing.
Most Importantly: You Want To Know Where You Stand.
A Clearer Way Of Working With Your Accountant
Every recurring client is looked after through our Certainty By Design approach.
That means defined standards around the parts of an accountancy relationship that can otherwise feel uncertain, including:
- who your main contact is;
- how quickly normal enquiries are answered;
- when your reviews take place;
- how we keep you informed about upcoming dates;
- when we discuss tax;
- how agreed actions are followed up;
- how additional fees are approved.
So rather than asking you to trust a vague promise that we’ll be proactive, we show you how the relationship is designed to work.
Changing Accountant Without Simply Moving The Problem
If you decide to move, every client switching to us goes through our structured:
Accountancy Reset
We don’t just obtain the records from your existing accountant and carry on.
We establish:
- What We Inherited
- What We Found
- What We Changed
- What Is Already Fine
- What Happens Next
You receive a 90-Day Reset Report so the new relationship begins with a clear understanding of where things stand.
You Don’t Have To Decide To Change Before Speaking To Us
If you’re unhappy with your current accountant but aren’t sure whether changing is worth the disruption, start with a conversation.
Tell us what is frustrating you.
Tell us what you wish worked differently.
And tell us anything that worries you about moving.
We’ll explain how we work and you can decide whether the difference is meaningful enough for you.
No pressure. Just a straightforward conversation about what you need from your accountant.