Questions you should ask your bookkeeper or accountant

Regular meetings with your accounting & bookkeeping services provider can keep on top of your taxes and financials. You can also ensure you make the most out of your meetings and be prepared for the upcoming year by asking the following questions.

How can I help you work better?

No matter how savvy and skilled your accountant is, he or she can only be as good as the information you feed them. Help them do a better job by asking how you can equip them with information. You need to get past the essential documentation your bookkeeper or accountant needs to do your taxes. A good accountant will let you know if you are missing something important for preparing taxes.

However, digging deeper into how to document, prepare and organize your finances from the point of view of your remote accounting & bookkeeping service provider can lead you to put improved practices in place.

How will you help me with my employees’ healthcare?

Your accountant isn’t your insurance agent. This means he will not tell you the best coverage for your staff. He or she can, however, help you figure out the financial details you will need to make informed decisions.

How will you help my business make this tax season better?

Taxes are part of running a successful business and you can look for ways to improve how your business handles deductions, payments, and record-keeping. Your accountant can give you the insights you need. He or she can help you know the latest changes in tax laws, help you keep track of deductions and so on.

How will you help me manage my cash flow better?

Ask your accountant & bookkeeping services provider to help you analyze problems, understand your cash flow or areas to make improvements and plan to better manage it.

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