How to Choose and Get the Most from Your Accountant

Choosing an accountant is an important decision and you need to find one that matches your needs, you feel comfortable with, can trust and whose fee levels are fair.

We've produced the following checklist to help you choose and get the most from your accountant...

  • Call Whenever You Need. Get an accountant who you can call whenever you need help and advice, without fear of being charged every time you make a phone call.
  • Understanding. Get an accountant you can speak to openly and honestly who understands what you are saying and who you understand.
  • Commercial Awareness. Talk to them about your business and your ideas and see how commercial they are. Do they understand your business?
  • Will Visit You. Ask them if they will visit you for an initial consultation free of charge. Why do you have to spend time travelling, find parking and wait around for them when they are the one trying to get your business?
  • Gives Tax Ideas. Ask them what tax ideas they have for you. You want an accountant who will pro-actively come up with regular new ideas.
  • Prepare for Meetings. Make sure you prepare for any meetings you have with them and let them know beforehand what you want answers to.
  • Use of Email. Ask if they communicate by email as it speeds up service and saves costs.
  • Fixed Fees. Make sure you get a fixed fee wherever possible for your work. If not, get a fee they won't go beyond without your agreement. Don't worry about hourly rates, it's the value of what you get that matters and the more experienced accountants with higher hourly rates can do the work a lot more quickly and efficiently anyway.
  • View their Website. To see how pro-active they are and what they offer to clients. If they don't even have one for you to find out more about them or it's a very poor website what does that say about the service you're then likely to receive.
  • Quick Response. Make an enquiry and see how quickly they respond. If they aren't fast now when trying to get your business, what will they be like when they act for you?
  • Who Will You Deal With? Find out who you will be dealing with in the firm or will you be passed around lots of different people?
  • What Services are Offered? Find out if they offer all the services you need and are likely to need in the future?
  • Fixed Timescales. Agree fixed timescales by when work will be done and get them to guarantee it.
  • Existing Clients. Ask to speak with some of their clients to see what they say about them.
  • Engagement Letter. Ask for a copy of their engagement letter and make sure everything you need is included and make sure they keep to what they are to do.
  • Listen or Talk and Take Action? Do they listen to you or mostly talk at you? You want an accountant who takes a real interest in you and your business and takes action on what you need. If not, lose them, lose them quick!

To find out how we would work with you, please contact us. Also view our promises.

What our clients say about us...

  • "Paul has provided accountancy services to my company for 2 years now. I can recommend Paul very highly; his skills as an accountant are highly detailed and professional and he is always available to provide advice. One aspect of the way Paul works that I greatly appreciate is a preference to meet face to face when there is a detailed conversation to be had. I personally find this more productive and is a benefit of working with a small accountancy firm that you wouldn't get with the large faceless providers."


  • "I couldn't ask for more from Paul as an Accountant. Paul has been accountant to Work Relief Charity Recruitment for just over a year now and is proving an invaluable asset. Accurate, knowledgeable, flexible with an emphasis on service delivery, I would recommend Paul's services to any organisation looking for an accounts professional."

    Neil Price - Managing Director at Work Relief Charity Recruitment

  • "Paul was a referral from a family member when I started my business 2 years ago. As this was the first time I had ever run my own company I was totally clueless over the financial side of matters and was worried that I may have made mistakes in any of my accounting. I needn't have worried as after enaging Paul for a set monthly fee he was always there on the end of the phone for all sorts of questions I had and no matter how trivial they were Paul gave me all the information I required and more and did an excellent and painless job at the end of my first year! Couldn't ask for any better to be honest. Just two words - hire him!!!"

    Lee Westrap MBCS - Director - Bulldog IT Services

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Booth & Co  |   The Hermitage  |   15a Shenfield Road  |   Brentwood  |   Essex  |   CM15 8AG        Telephone: 01277 224666    |   Email: