You’ll know when its time to change accountants.
Cloud accounting has closed the gap between a business and their accountant and, although we’ve always thought there should be ongoing dialogue and contact throughout the financial year, there really is no excuse these days for that not to be the case.
This is the key question and the first answer on the list must be this:
Our accountants MUST understand our business
The rest of the wish-list will vary from business to business but might include:
Other points may be important to you and your business but start with a list and score how well your current accountant meets your requirements.
Once you’ve decided it’s time to change accountants – tell the incumbent.
There’s a dance we do as one accountant steps down and another takes their place. We all know how to take care of that and it’s not really a big issue.
What’s much more important is to give the new accountants access to your bookkeeping software so they can see what’s really going on in your business.
You’re changing because something isn’t working as well as you need it to and so you can expect a period in which your day-to-day bookkeeping and workflows are brought up to the standard you need.
Pretty soon everything should settle down into a regular pattern of work and communication and you’ll find you’re getting what you set out to achieve.
You may even look forward to the meetings!
Every time I visit the accountant it’s like going to a bloody funeral
MD of a high-growth business
You probably guessed that we can help!
So let’s speak, let’s have a chat about your business and what you’re trying to achieve by changing accountants.
We can then meet – free of charge – and figure out if we can work together to help you get where you want to go.
Call Michael Austin on 020 7125 0270 or email info@bluedotconsulting.co.uk and let’s go from there.
And remember:
A bad accountant can be like a KGB sleeper – a problem hidden in plain sight!
Michael
Related links:
Improve your business by changing your accountants
Annual accounts – a milestone or a millstone?
Switching accountant – you can kiss a lot of frogs
Outsource your accounting and bookkeeping
Chartered Accountants – Bedford House, Fulham Green, London, SW6 3JW
We don’t believe in forms, we believe in talking to people, finding out your needs and tailor-making a solution just for you.
Give us a ring on 020 7125 0270 or email us at info@bluedotconsulting.co.uk
“Just wanted to take this opportunity Michael to thank you for your support of our finance manager and myself in progressing this work. It really has moved forward more quickly than we had expected and the Finance and Risk committee on Tuesday evening were impressed with the progress.”
“Michael and the Blue Dot team have been an essential part of our journey from startup through to being an established company, and we look forward to continuing working together long into the future. They have always been on hand to offer support and sound advice whenever it is needed.”
“Blue Dot have been our accountants and bookkeepers since the very beginning of our business, and have been nothing short of outstanding throughout.”
“Blue Dot Consulting went above and beyond in helping us navigate not only the transition to cloud-based accounting but also in leading our accounts team through a broader period of transformation.
Their deep understanding of our unique needs and challenges was evident from the outset. They provided unwavering support to our team, ensuring they felt confident and well-prepared for the changes ahead.”
“Thank you again for your help and training so far – it’s honestly been invaluable.”
“I’m no expert but it has been transformative the help and advice I get from Michael and his team.
Michael was fantastic. He quizzed me on how my business worked financially and was super patient with me. Explaining everything in a non-accountancy manner. He then showed me how to utilise all the less obvious tools in the program, which he continues to do, so that I can see immediately what monies held belonged to my company and what is held for clients. I now do my own VAT returns and payroll because of his help and continued support.”
“I really enjoy working with Blue Dot Consulting — they’ve helped me take control of our financial situation in a practical, no-nonsense way.
They take a common-sense approach and, most importantly, they get things done. For example, we now have weekly planning and forecasting calls, along with monthly cash flow reviews using simple, easy-to-understand spreadsheets.
Their support has made a huge difference in how we manage and plan for the future.”
“As the business owner, it can get lonely making all the decisions. I feel I have a ‘silent FD’ that I can call, challenge and that any idea is OK to discuss, and to arrive at a sensible way forward.”
“Having someone in the room that is happy to (in a structured way) challenge the norm and not simply accept that, because things look good, we should stop looking to improve.”
“Blue Dot are uncompromisingly systematic and thorough so that you can get on with running your business.”
“Outstanding service and support. They get things done, just what you need. Recommended.”
“It was the genuine level of care and interest in what we do as a business.
The regular check-ins and the effort to ensure the systems they’ve implemented are working for everyone stood out.
It felt like more than just a service, it was a partnership.”
“I’ve been delighted with both the service and expert advice I’ve received from Michael and his team. They take the weight off my shoulders when it comes to my business’s financial requirements, allowing me to focus on building and managing the company.”
“We are a small organisation with no in-house financial expertise, so it’s a huge weight off my mind knowing that I can rely on Michael and his team to take care of everything.”
“I can wholeheartedly and highly recommend Michael and his team at Blue Dot as an exceptional accounting firm. They put my mind at rest knowing I am in excellent hands.”
“Michael and the team are my saviours. Always helpful, approachable and reliable. They show an interest in my business and give excellent advice and recommendations. Above all, they are highly likeable and fun to work with.”
“They went above and beyond in helping us navigate not only the transition to cloud-based accounting but also in leading our accounts team through a broader period of transformation.”
“You guys are brilliant. It’s been a challenging few weeks facing up to the issues but I do feel positive towards them now and I feel a weight has lifted from my shoulders. I am honestly so thankful!”
“I was a little apprehensive about working with a new accountant but I didn’t need to worry – I have found their approach to be friendly, genuine and they go above & beyond to help.”
“Michael’s straightforward, practical and tailor-made approach was perfect for me and our business.”
“Blue Dot have been our accountants and bookkeepers since the very beginning of our business, and have been nothing short of outstanding throughout.”
