Here at Bryant & Associates P.C., a full-service tax service for small businesses, we understand the importance of having a good relationship between a client and a tax accountant. You should not just call your accountant once a year around tax time–the relationship should be cultivated from month to month if not more. Bryant & Associates have put together a list of key goals to accomplish throughout the year; that way you and your accountant will always be on the same page. Read below to find out how to make your relationship with your tax accountant a successful one.
Always ask questions
If you have questions, do not be afraid to ask. No question is a stupid question. Our expert accountants at Bryant & Associates want to help you learn and understand the financial part of your business better. This in turn will help you become more profitable. We’ll even review your set budget against what is actually spent and try to tweak it for the next coming year.
Be sure your accountant is right for you
Do not simply pick an accountant based on who offers the cheapest rate. Spend time with them first, get to know them and find out their processes, values, experience level, and goals. Choosing an accountant based on these factors will ensure that your relationship is based on a solid foundation.
Keep in touch
You need to keep in touch with your accountant throughout the whole year, not just around tax time. It is always a good idea to check in from time to time, in order to ask questions or talk about business. Your accountant may have some helpful feedback you can utilize immediately. The better they know your business, the more they can help you when tax season comes around. Seeking out an accountant during their busy tax season time is not the best way to get started. Bryant & Associates loves working with small businesses and taking care of their needs year around.
Give feedback
Give our accountants feedback! Let us know your concerns or frustration so we can serve you better in the future. We strive to make sure our clients are satisfied, and the only way we can know that you’re satisfied is if you tell us.
Utilize technology
Technology can make things so much easier for you and your business. When you use cloud technology, you can share documents and files quickly and easily with your accountant without all the hassle of printing, emailing, or scanning. Bryant & Associates will help keep you up-to-date with the latest software and technology to use to make your life easier.
Contact Bryant & Associates Today at (402) 423-0404 in Lincoln
Bryant & Associates’ CPAs and tax experts hope this list helps you forge a better relationship with your accountant. If you are a small business or filing for personal taxes in Lincoln, Nebraska and are in need of an accountant or have any questions about your taxes, contact us at (402) 423-0404. We will be happy to address any concerns and get you on the right track.
