What qualities do you look for in an accountant?
Filing taxes can be one of the most nerve-racking responsibilities of the year. The more complex your situation is, the more nerves can fire.
BUUUTTT- working with a diligent accountant, can relieve MUCH of the stress.
Wealth Advisors get asked a lot as to what to look for when hiring an accountant. Or the infamous, “Do you know a good accountant?”
The answer is subjective because everyone’s situation, needs, and wants, may be a little different. When vetting an accountant here are some factors to consider.
1) Credentials
2) Find an accountant that matches your energy level- similar to the dating world, finding an accountant that’s on par with your wavelength can enhance the relationship.
3) Strategic
4) Communicative and Accessible
5) Keen attention to detail
6) Relevant experience
7) Technological proficiency
