This is a no-brainer. If you were only able to give between one and four positive answers about the services and attitude that your accountant gives you, then you pretty much know what you need to do.
Just like any other pros and cons list, this one should show you that the time is probably right to find another accountancy firm to tend to your needs. Scoring so low means that your current accountant is definitely not helping your business grow.
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This one is not clear cut. You might not get well with your accountant on a personal level, but they keep your accounts in perfect order and give you some great advice.
Others might have become great friends of yours over the years, but are stuck in the stone age using notebooks and paper clips. Are they real reasons to get rid of them?
If your accountant scored at the lower end of this scale, then you should consider finding a new one who is better suited to your business needs.
If they score towards the middle, you should definitely push to get more out of your working relationship.
If they score towards to higher end of the margin, you are doing OK, but you should still see how you can freshen up the relationship and get more out of it.
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Home Run! If your accountant has scored between 10 and 12 positive answers, you should do everything you can to keep hold of them.
Actually, you should take them out to lunch and buy them a bottle of wine for Christmas. Jokes apart, good professionals are extremely hard to come by and you should do all you can to foster a mutually beneficial working relationship with them.
However, remember Number 6. Always guard against complacency. If you feel that standards are slipping, make sure to tell them about it and push to get your value for money.
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