Send us Fan Mail

In this episode, Mena and Stuart discuss what they think makes a great accountant, including: 

• The difference between a satisfactory accountant and a great one can be huge. A great accountant will save you more than they will charge you by giving proactive advice. A cheap accountant is expensive because they miss opportunities which gives rise to more tax. 
• They get to know you. The more they know about you and your business, the greater scope there is for them to add value. The old saying: Theodore Roosevelt — 'People don't care how much you know until they know how much you care' Asking about you and your business shows they care. 
• They are technically sharp. They must keep on top of tax laws and rules. Monthly tax training is the highlight of our month. 
• We can rush through work just to “get it down” but the real challenging is taking a step back and thinking about the work and client. If your accountant is always behind, chances are they don’t have the time to invest in proactive advice. 

If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps us reach more incredible listeners like you. Thank you for being a part of the journey!

Click here to subscribe to our weekly email.

SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.

Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.

Follow us: Stuart: Twitter/X and LinkedIn.  Mena: LinkedIn

IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.