How to know if you’re working with the right accounting team
POSTED ON January 30, 2023
BY Jake Kessenich

How do you know if your accountant is right for you? Answering this question may be more difficult than you expect!

Accounting firms are as diverse as restaurants. Choosing the right accounting team is based on a variety of factors that can change over time. One year, maybe you can only afford fast food and the next year, you may need the special service of a five star restaurant.

Here are four of the most important factors to consider when choosing the right team for you.

  1. What level of service do you want? Are you looking for a team that has expertise in your specific industry? Do you just need someone to take some of the work off of your plate? Do you need a team that can help you grow your business? Take the time to examine your business and decide what you need NOW in addition to what will help you in the FUTURE.
  2. What type of service do you want? Are you a tech-savvy business owner who would prefer to keep communication online? Are you someone a little more old school who would prefer to meet face-to-face and deliver your documents by hand? Or are you interested in something in the middle? Determine your communication style so that you can find a team ready to cater to your needs.
  3. Who do you want in your corner? Do you want one person who handles everything for your accounting, who you can go to with every question? Would you like a team of people who you collaborate with? There are benefits to both styles, but it’s important to set your expectations before picking your team.
  4. What’s your level of curiosity? Do you want a team that handles every aspect for you and just needs you to sign on the dotted line? Or are you interested in digging deep to understand the complex nature of your business? Each person has a different capacity and you don’t want to end up with a team that needs more from you than you have the ability to give.

Choosing your team is about making sure your team meets your individual needs. There’s no right or wrong way to go about building your team. The right team for you is the team that meets you where you are and has the ability to get you where you want to go.

At Encurio, we are focused on building thought partnership with our clients. We operate a tech-forward business, where we are always searching for the best tools to make our clients’ experience seamless. We are highly collaborative and provide our clients a team with specific skills to handle a variety of needs. We expect our clients to approach our partnership with curiosity and an eagerness to learn so that they can make informed decisions about the future of their businesses.

If we sound like the team for you, get started with us today by Setting a Meeting.