14 Tips for Choosing the Right Accountant

14 Tips for Choosing the Right Accountant

Choosing the right accountant for your business is a critical decision that can have a significant impact on your financial well-being.

To ensure you make the best choice, consider these 14 tips when choosing the right accountant for your business:

1. Dig Into Reviews

Before making a decision, take the time to thoroughly research and read reviews from other businesses that have worked with the accountant you’re considering. 

Look for feedback that highlights the accountant’s strengths, weaknesses, and overall performance.

Pay attention to businesses similar to yours and consider the specific aspects they praise or criticize. This will give you valuable insights into the accountant’s professionalism, reliability, and compatibility with your business.

2. Qualifications Matter

When it comes to your financial matters, it’s crucial to hire an accountant with the right qualifications and expertise.

Look for accountants who hold recognized certifications or memberships in professional accounting bodies. Consider their educational background, years of experience, and any specialized training they have received.

Evaluate their track record in handling similar accounting needs and ensure they are up-to-date with the latest accounting standards and regulations.

3. Personality Match

A strong working relationship with your accountant is essential for smooth collaboration and effective communication.

Seek an accountant with a compatible personality and communication style.

During an initial meeting or interview, pay attention to their interpersonal skills, attentiveness, and ability to explain complex concepts in a way that you can easily understand

 Look for someone who demonstrates genuine interest in your business and aligns with your communication preferences – ideally, this would be someone who you yourself get along with, someone who you’d take out for a drink.

4. Price Transparency

Accounting fees can vary significantly, so it’s important to have a clear understanding of the costs involved.

Discuss fees upfront and request a detailed breakdown of their billing structure. Some accountants charge hourly rates, while others offer fixed fees or a combination of both.

Understand the services included in their fees and consider any additional charges that may apply for specific tasks or unexpected circumstances.

Find a balance between affordability and the value you expect to receive from their services.

5. Responsiveness Counts

Timeliness and responsiveness are crucial qualities in an accountant.

You want someone who promptly addresses your concerns, answers your questions, and keeps you informed about your financial situation; all the while communicating this to you in a manner that you can actually understand – they don’t overload you with jargon as some sort of smoke and mirrors.

Inquire about their typical response time to client inquiries and how they prefer to communicate (e.g., phone, email, video conferencing).

A responsive accountant demonstrates their commitment to client service and ensures that your financial matters are handled efficiently.

6. Industry Expertise

If your business operates in a specialized industry, consider finding an accountant with experience working with businesses in that sector.

Industry-specific knowledge can be invaluable in navigating the unique accounting challenges, regulations, and tax considerations of your industry.

Ask about their previous experience with clients in your industry and their familiarity with relevant accounting software or tools. An accountant who understands your industry can provide tailored advice and proactive solutions.

Knowing as much about their experience as possible will help significantly when it comes to choosing the right accountant for your business.

7. Put It in Writing

To avoid any misunderstandings or disagreements in the future, ensure that all important details are clearly documented in a written agreement. This agreement should outline the scope of work, deliverables, timelines, fees, payment terms, and any specific terms and conditions.

Review the agreement carefully and seek clarification on any ambiguous points. 

Having a written agreement in place provides a reference point for both parties and establishes clear expectations for the professional relationship.

8. Industry Network

In addition to industry expertise, consider an accountant who has a strong network within your industry.

They may have connections with other professionals, such as lawyers or financial advisors, who can provide valuable insights or collaborate on complex financial matters.

A well-connected accountant can be a valuable resource for your business beyond just accounting services.

9. Technology Proficiency

In today’s digital age, technology plays a vital role in accounting processes.

Look for an accountant who is proficient in using accounting software, cloud-based solutions, and digital tools.

Technological proficiency can streamline your financial operations, improve efficiency, and enhance data security. Ask about their experience with specific accounting software or platforms that align with your business needs.

10. Client References

While reading online reviews is helpful, consider asking the accountant for client references. Speaking directly with their current or past clients can provide deeper insights into their performance, reliability, and overall satisfaction with their services. 

Contact a few references and ask specific questions about their experience working with the accountant to get a comprehensive understanding of their strengths and weaknesses.

11. Proactive Approach

A proactive accountant goes beyond basic financial tasks and actively looks for ways to improve your business’s financial health.

They may offer suggestions for tax savings, process improvements, or financial forecasting. Look for an accountant who takes the initiative to provide strategic insights and proactive recommendations to help your business grow and thrive.

12. Cultural Fit To Your Business

Consider the cultural fit between your business and the accountant. Aligning values, work ethics, and professional standards can contribute to a harmonious working relationship.

Assess whether the accountant’s approach to business aligns with your company’s culture and long-term goals. This can ensure a smoother collaboration and a shared understanding of your business objectives.

13. Continuing Education

Accounting is a dynamic field with ever-evolving regulations and industry trends.

An accountant who actively pursues continuing education demonstrates a commitment to staying updated and providing the most accurate and relevant advice.

Inquire about their commitment to professional development, such as attending industry conferences, participating in relevant courses, or obtaining additional certifications.

14. Size of the Firm

Consider the size of the accounting firm you are considering. Larger firms may have more resources, a broader range of expertise, and the ability to handle complex accounting needs. Smaller firms or solo practitioners may offer more personalized attention and flexibility.

Evaluate which size of the firm aligns better with your business requirements and preferences.


In conclusion, choosing the right accountant for your business is a decision that shouldn’t be taken lightly.

By following these comprehensive tips, you can navigate through the selection process with confidence and find the perfect accountant who aligns with your specific needs and goals.

At Tennick Accountants, we understand the importance of finding the right financial partner for your business. With our expertise, industry knowledge, and commitment to personalized service, we strive to be the trusted accounting firm you can rely on.

Our team of qualified professionals is equipped to handle a wide range of accounting needs, from tax preparation to bookkeeping and beyond.

"This is an outstanding team! Any business working with Tennick Accountants would reap the rewards and have a successful future!"

Carla Sleeth – Managing Director of Northern Installer’s Limited

Speak to the team about your goals and vision. We'll tell you how we can help you make them a reality.

Are you looking to work with a strategic accounting partner to help shape your business’s future? We’d love to hear from you