Conversations with Your Accountant (Part 3)
1. A deeper dive into your KPIs – example: analysis of personnel costs per client/customer
2. Use of network for solutions – example: succession, exit, estate, business, and tax planning – accountants have other professionals to help address needs (attorney, service providers, brokers, tax specialists, business valuation specialist, coaches)
3. Mergers, acquisitions or expansion into new products, services or into new territory
4. Personal or professional issues – a listening ear – motivation, the fallacy of work/life balance – accountants work with many different types of people with different types of businesses and can provide unique insight and support.
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