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5 Ways To Be Your Accountant’s Favourite Client

A good thing to remember when using the services of an accountant or bookkeeper is that you get out what you put in.
Here are my 5 ways to be your accountant’s favourite client, and get into their good books.

1. Use the software we recommend

We recommend the software because we know it will benefit your business, and save you time! Let the software do the work for you, and if you are not sure how to use it, simply ask for a training session from your accountant/bookkeeper. It is as much your responsibility to use the software as it is theirs to support and train you on it. You are paying us for this service, so use us.

2. Let us know what is going on

We can’t provide tax-efficient advice on a vehicle you already bought through the company because ‘Bob’ told you the company could pay for it, and there wouldn’t be any tax implications. We are really good at our jobs, but unfortunately going back in time is not a skill we possess, but if you bring us into your conversations before purchasing the vehicle we can use our skills to tax plan for you and advise you on the best way to get that company car!!

3. Be nice to us (unless we are mean to you)

So what do I mean?

Reply to your accountants/bookkeepers emails and return their phone calls.

Unless of course, they aren’t returning your phone calls or emails, then you should probably look at a new accountant, but that is a whole other blog!

4. Send us the paperwork before we ask for it .. on time

Forward your receipts/invoices/supplier statements on to us as soon as you can. If you use software such as a Receipt Bank, you can upload these documents daily! It’s as simple as taking a photo and the software does the rest for you.

*hint: this is why we make software recommendations to make your life easier – refer to point 1!

No one wants to know their VAT liability, on the day it is due.

5. Review your accounts/management accounts when we send them to you

Challenge us on the work we have prepared for you. If you think we have made a mistake or you don’t understand what we are saying, let us know.


As always just a reminder that I am an accountant but I am not your accountant, this blog is for information purposes and should not be taken as advice.