How to Recognise a Proactive Accountant
Can you tell the difference between a reactive or proactive accountant? Let’s see if you can recognise your accountant here…
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How Reactive Accountants Work With Their Clients |
How Proactive Accountants Work With Their Clients |
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You call them when you have an issue |
They call you and ‘check in’ on how you regularly |
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You visit them only when you have to |
They ask to see you or visit you frequently |
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You only see or hear from them when something bad has happened |
You hear from them frequently about all sorts of issues, ideas and opportunities |
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They do not have a regular communication program – it’s almost a surprise when they contact you |
They have a structured communication program (that does not cost you anything) |
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They charge you by the hour for everything they do in 6 minute units so you’re too frightened to ask them anything |
You know in advance what it’s going to cost you |
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They do not understand your business or situation and take little interest in you |
They do understand your business or your situation and are very interested in your welfare |
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You receive surprise bills that you do not understand from the IRD |
They have advised well in advance of the forthcoming tax bill and it is no surprise to you |
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They tell you what to do |
They explain what to do and how to do it |
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They only offer you what you legally have to buy – tax returns and annual financials that add minimal value |
They offer you a range of business improvement, systems and marketing services to help you get on |
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You do not have a very good relationship with them |
They make an effort to enhance the relationship with you |
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They do not explain your work to you – they just mail it to you with no explanation |
They sit with you and step you through what it all means, where the money went and help you interpret your situation |
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They virtually say ‘good luck, you’re on your own’ |
They offer you real help to plan and achieve your goals, financial and otherwise |
Yes, there are plenty of old-fashioned reactive accountants out there and taking on the many new clients that I do enables me to see how they work and listen to what their ex-clients said about them! If you need help to find a proactive accountant contact Nick on 0800 ASK NICK or email nick@abac.co.nz.
