Choosing the right accountant
When you start your activity, if the accountant has not accompanied the creation of the business plan, you will have to call on the services of this professional very quickly to carry out the various accounting missions.
These characteristics of a chartered accountant
Whether you have decided to entrust all the accounting to an accounting firm – independent or a group, i.e. from the entry of entries to the balance sheet, or whether you need support on the establishment of payslips or only on the output of the annual balance sheet, the choice of the accountant is strategic.
Indeed, you finally get naked in front of him since he has access to all the most confidential information of your insurance business, namely finances and accounts. These reflect the health of your company and they are the image, in fine.
So the first criterion of choice is to feel confident with your accountant: you have to be able to be comfortable talking to him freely because when the economy is booming, the problem does not arise. On the other hand, when the sky is cloudy, it will be necessary to discuss with him subjects that tense a little.
A second important point is that of geographic proximity; and I say that while being well aware that today the dematerialized exchanges of documents are easy, just like the telephone or video exchanges.
We do not say the same things, we do not have time to create a climate conducive to reflections, strategies, etc. Once again, the day you have a problem, if your accountant can drop by for a coffee with you to discuss the choices to be made, you will appreciate it!
Thirdly, which goes without saying, do not neglect word of mouth, advice from your professional network: it gives you references on the clients of a particular firm.
The faults of accounting firms
No one is perfect, as they say! First, from the start, ask him for a letter of assignment that specifies the tasks you entrust to him as well as the rates on which you will have agreed. Often calculated according to turnover, ask him the question of the evolution of prices if your turnover drops or increases. That will block you from bothersome wonders.
You work with an accounting firm and you have one of its project managers who follow you from the start, she knows perfectly well your functioning, your situation, your evolution, and… she leaves the firm.
Whatever the reason, you will find yourself helpless because you will have to start all over again with the new person to whom the firm will entrust your file: to be confident but also to train her on all your operations. Not to mention that during the recruitment period, no one will remind you that the tax deadline for the IS deposit is in 5 days!
It may be a small discount to negotiate in terms of fees.
If you have any questions. Please comment in the comment box.