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How Do I Know When To Change My Accountant?

Rosanna Obrien

Are you satisfied with the services your accountant offers? Good accounting and financial management is essential for the proper functioning of a company. It is important to always assess whether your accountant has been meeting your needs well or has made many mistakes. In some cases, it is worth considering changing counters. But how to choose a new professional or a new service? What would be the relevant reasons for you to make this decision? Read our post and ask your questions about this subject!

Does He Have The Technical Knowledge To Assist You?

Tax and fiscal legislation is constantly updated. Therefore, the accountant needs to have the adequate knowledge to meet all the legal and accounting demands that the company presents. One of the roles of the accounting professional is to break down the accounting-financial part of the organization. In this way, it facilitates the understanding of their financial health for the manager and seeking more fiscal intelligence. If the accountant you hire to take care of your business accounting is not well-attuned to accounting methods and tools, you could be fined, make bad decisions, and miss out on interesting market opportunities.

Is He Always Available?

Availability is one of the most important characteristics that the accountant must have for your company. It is common for several doubts to arise with the opening of a business in the market or with changes in scenarios, investments, tax framework and risk analysis. The help of this professional is essential for the manager to have the correct information to make the right decisions. If the accountant does not return your phone calls, takes many days to respond to emails, and makes communication difficult, it might be a good idea to seek help from a new accountant.

Does It Help In The Strategic Formation Of The Company?

The idea is that the accountant is more than a simple service provider. The aim is for him to act almost like a business partner. He must be a consultant who directly collaborates for the company to achieve success within its operating segment. It might be more interesting to look for an accountant who has experience within his/her activity, with specialization in this area, if the current accountant does not demonstrate the capacity to develop a fiscal-accounting strategic plan suitable for his/her context.

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What Should I Report For My Accounting?

Rosanna Obrien

This is a very important topic! It is a recurring doubt in the daily routine in the client-accountant relationship. Some accounting information already has. Some examples are: monthly revenue, when billing is for services and with electronic invoice , taxes, payroll and charges. For other information, customer collaboration is essential. But then, after all, what do I have to report to my accounting every month?

The accounting record must take place in a timely manner, that is, be up to date. Therefore, it is vitally important that, monthly, you report all transactions, financial or otherwise, that took place on behalf of the company.

Check Out What To Report For My Accounting

The customer must deliver to his accountant the monthly bank statement, all proofs (invoice, receipt, invoice, proof of payment) of monthly expenses that occurred on behalf of the company and other documents that you believe are necessary, such as a rental contract , buying and selling goods, among others.

Another Examples:

  • Bank statement of checking account and financial application.
  • Identification of receipts of issued invoices (the entry of funds at the bank refers to NF No. X). As well as discounts granted or interest charged.
  • Telephone, electricity, internet, water bills.
  • Invoice or tax coupon for expenses with office supplies, graphics and the like.
  • Service provider contracts and invoices (of any nature) taken by the company.
  • Health care bill.
  • Proof of payment of payroll (salaries and charges – INSS, FGTS, IR) – valid only for cases that have pro-labore and/or employees. In case the payroll is not processed by accounting, you will need to attach all monthly payroll reports.
  • Company expenses paid by partners or employees. In this case, it is necessary to indicate the paying source.

Important Notes:

    • The content and veracity of the information provided are not the responsibility of accounting. As well as non-delivery or delivery after the deadline required to comply with existing legal obligations.
    • The mandatory accounting bookkeeping is provided for by the Federal Accounting Council.

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