Changing your accountant is easier than you think
Is the thought of changing your accountant freaking you out? Like so many big decisions in life – getting married, having a baby, or getting divorced – it may seem like it’s never the right time.
But here’s the thing. As in life, there will always be something going on in your business that will make you want to stall big decisions – a merger, financial year end, incomplete books from your current accountant, your bookkeeper just resigned, or you’re launching a new product or service.
Added to this, you’ve been with your accountant for years and even though you don’t feel you’re getting the insights into your business that you need, you’ve built a relationship and it’s easier just to maintain the status quo.
We get it. Moving to a new accountant may seem like a daunting undertaking. You’ll have to build a new relationship and re-establish trust. Your financial, compliance, payroll, and tax records all need to move to the new firm, and you don’t know how you’ll find the time to do this with so much already going on.
You’re not alone. Research shows that 50% of businesses have only ever worked with one accountant. 37% have worked with two, 10% have worked with three, and just 3% have worked with four or more. What this tells us is when you find a good accountant, you’re likely to stay.
But what if you need to make a change?
Counteractive Accounting has a forward-thinking approach to your business’s financial management. Historical figures only tell you where you were, and we know that where you’re going is far more important. We place great emphasis on your business strategy and financial management – as well as assisting you with payroll, tax, and compliance – and we do this with an integrated approach. When you partner with us, you won’t only receive your management accounts every month, we take the time to act as your mentor, coach and advisor, too.
Ultimately, it’s about wealth creation
By focusing on the future, we mentor and advise our clients on how best to structure their businesses to create wealth. We know you’re goal-orientated and that you take care of yourself. We see it as our responsibility to take care of you so that your business can flourish and you can reach your goals.
It’s no longer enough just to have an accountant producing historical financial records. You need to make decisions on the fly, you need a firm grip on your cash flow, you need up-to-date records and tools to track your progress or warn of challenges, and you need a financial partner who’s happy to keep in touch and is available to meet. You need to ensure your financial data is safe and secure, and that it’s error-free. Collaborating with your financial team should be quick and easy, and you need a partner who can help you scale your business to reach the heights for which you’re destined.
Making the move simple
When it comes to making the move, our process is to keep it streamlined and stress-free. Here’s how it works:
- We meet with you to discuss your needs and expectations.
- You’ll meet our team so that you know who you’ll be working with on a day-to-day basis.
- We’ll provide you with a quote.
- Once accepted, we’ll notify your previous accountant that we’ll be requesting your records.
- We’ll arrange for your records and e-Filing profile to be transferred to us.
- We’ll transfer your cloud accounting to our profile.
- We begin work.