Belk on Business

Finding An Accountant & What to Look For


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What should I be looking for in an accountant to add as a trusted advisor in my business:

1) Knowledge of industry

2) Responsiveness (timeline as to responding to questions/issues … phone, text, meeting needs)

3) Proactive (understands coming timelines as it affects your business such as lending issues, deliverables, etc.)

4) Strategic (tax planning, investing in the business, cash flow management, etc.)

5) Comprehensive (explain the complex)

6) Platform to teach and communicate (Adequate technology and staff to meet needs)

7) Understanding of risk management and asset protection (can provide this service or work well with attorneys, insurance, etc. to balance tax vs. legal)

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Belk on BusinessBy Josh Belk

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