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01 Sep 2016
Xero Accountant
1. Financial Wiz

It's insufficient to just read amounts. Your accountant should be able to sit down on your first visit, flit through your balance sheet and give you an immediate and precise reading of the state of your company. If on first visit they can't do this, grab your hat and make for the door! You need a fantastic accountant and direct and honest guidance can practically feel numbers and business health. They could do it nicely and they may do it immediately.
2. Big and Small Image Thinker

Xero Help
This really is essential. An excellent accountant understands the detail of your financial statements. That is what all accountants are trained to do. But a great accountant moves beyond conceptualises and book balancing and comprehends the international or structural strengths and weaknesses of your finances. They give you a roadmap of advice on how to get there and see and develop outstanding results for the company.
3. Have They Grown Their Own Business?

What is the state in their own company? Could it be in very good condition? This doesn't mean they have created a corporation, but what it does mean is they have a fantastic running company or company that's healthy and profitable. Have they taken risks? Are they proactive and progressive? Do they apply modern technologies? These are good indicators. Take note if this is happening and if it is, you may be in the appropriate spot. If not, locate a beanie who is doing just that!
4. Good Communicating

Does your accountant adhere to account - speak or do they follow best practise plain English as part of their communications policy with customers? Are communications strained and laboured or simplified so there's clarity and mutual understanding? You have let's understand this is among the single most important qualities to you. Clients tell us they want good, simple, bright help. They do not need to hear about academic theories on the development of taxation legislation in NZ over the previous thirty years!
5. What Sort of Team Does Your Cpa Have?

A great accountant isn't afraid to fire team players who aren't performing for you, the customer. An incredible cpa will keep trying to find key team players who contribute to a great job. They go beyond and above to source team members who deliver not only a set of financials, but quality financials that maximise your return honestly and without cutting corners. There isn't any sloppy at Slaters. It is all about an excellent team. From Tina (our only brilliant front of house reception man) through to Harsha, (the leader of our Financials Team) and Beth and Shareena. Excellent staff - longstanding members over many years - great people who work well together for the team and client.
6. Understands An Excellent Business Model.

It is not about some financials. An incredible accountant helps you to develop an incredibly great, all-inclusive business model over several years. We're proud to say we have clients who've been with us 25 years and some of these have been challenged to grow and flourish their companies even when it is been distressing! The ones who've stuck with our big graphic strategies reap the benefits. Have a think about moving on if your accountant doesn't help you develop a healthy, longterm business model.
7. Are They Easy to Work With?

Up clear costs and front payments? And we don't mean "bundling packages." We decided against these some years ago in favour of greater transparency. A clear, fixed price you could pay off or pay in one fell swoop. (Bundling is a monthly payment that can eek away in the background without you ever completely accessing the full price. It is a confusion for customers as they're locked in to their package and can't ever actually get anything without paying extra bucks. We don't do that. Not translucent enough for Slaters and we have seen it eventuate into relationship dislocation between associate and customer.) Easy to make a scheduled appointment? Are there annoying and sneaky hourly rates hidden somewhere in the fine print? A fantastic accountant is completely transparent about costs and is also very reachable. They are not difficult to communicate with and come back to you promptly via email, phone calls or free meetings. At Slaters it is possible to even pop in and catch Brad and Brett on the hop, for no additional price. That is ease!
8. Trustworthy

This can be a biggie. Clients have repeatedly reported they're really more comfortable with the accountant who is NOT out and about at every social function and gathering. You've told us a fantastic accountant isn't boozing it up at the bar and letting loose with your private financial matters. There's a code of ethics to adhere to, which has to be taken very, very seriously. An excellent cpa understands they're dealing with the financial heart and soul of their clients and their families and honours that advice so.

These are just a couple of the essential elements you need to search for when sourcing a great accountant. We hope it helps you. And remember, should you be looking to change beanies or find the one that can actually help you, do not hesitate to email us in at the office on brett@slater.co.nz . You can even book a free appointment online here . Make an appointment and talk with Brett about improving your financial future. It's free once you speak with Brett, and chances are you will come on board with Slaters.


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