Does your accountant:
- Take the information you provide and put it into a set of financial statements on their letterhead or do they check to ensure the information is correct?
- Take the time to assist you in analyzing your financial statements, looking for problems or opportunities for improvement?
- Help you determine your working capital, cash flow, loan and capital requirements?
- Help you develop a budget and a system so you can review actual results against the budget every month?
- Not only prepare your tax returns but also assist with tax planning?
- Help you establish a tax calendar to help you comply with your filing requirements?
- Help you set up and/or upgrade your accounting systems?
- Ask for feedback on the services provided and suggest other services that can assist you and your business?
- Act as your advisor on key financial decisions?
- Provide an overview of the work done and make suggestions to help you run more efficiently?
If you answered no to any of these questions then it may be time for a chat with your accountant to reset your mutual expectations.





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