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You can outgrow any relationship. But when it’s the relationship to your accountant that’s no longer working for you, then you might be hesitant to go ahead with switching accountants. After all, the accountant has all your financial records and tax history.
Changing accountants is actually easier than you might think and our team can help you with that. There is no need for you to manage this process yourself. Once you’ve made your decision, we will contact your current accountant with an ‘ethical clearance’ letter asking if there is any reason why we should not accept the engagement.
At the same time we would request the information from their records, like copies of documents and financial records including prior year tax returns and schedules. This process is generally a formality and there is no need for you to be involved directly. The only thing that could prevent a smooth transfer of records could be an unpaid invoice with your former accountant.
You might have been with your current accountant for years and know them well. You may feel obliged to stay with their service, even when you’re no longer getting the service you need from them.
We’ve outlined 3 key reasons below that are worth thinking about when you’re considering to switch accountants.
Our professional Brisbane based tax and business advisory team can help you take the worry out of running your business by removing all ‘nasty surprises’ when it comes to tax payments. With our planning service you’ll be aware of your tax obligations each quarter, so you won’t have a nasty surprise of a large tax debt come end of the financial year.
With our “3 levels” of professional business advisory services you can get all the advice you need and receive guidance and assistance on reports, so you can understand your small business performance and where it’s headed. Visit our Business Services page to find out more.
Whatever the level of assistance you require, Straight Talk Accounting & Tax, or our Referral Partner Network, can assist you with taking your business to the next level and give you the peace of mind you want as a family member.
Over the 30 years of accounting experience we’ve developed a keen understanding of the particular needs of small business owners, especially those in the tradie industry. We know that tradies are always on the move and, unlike other bricks and mortar businesses, need more flexible business systems to be efficient and to be able to make use of regular down times during the day.
Discussing the ‘nuts and bolts’ of your business sytems and financials can be exhausting when it’s just ‘gobble-de-gook’. That’s why we talk to you in your language, instead of accounting speak. We know we need to have earned your trust before we talk straight with you. We take the time to get to know you and your business and we talk to you when you need advice, and not just at the end of the financial year.
There’s nothing worse than waiting around for someone to phone you back when you just have a quick question to ask. Everything grinds to a halt. It’s incredibly frustrating. Our state-of-the-art internal communication systems (including cloud computing) allow us to keep in touch at all times. If you’ve left a message, we’ll know straight away and call you back as soon as we can — mostly within an hour. The key to a good relationship is good communication.
If you’d like to discuss your situation or business with one of our accountants, simply contact us.
There’s no obligation to have a sit-down meeting with one of our team for us to get to know you and your situation. After the meeting you can let us know if you’re comfortable to change to Straight Talk Accounting & Tax and it’s easy for us to manage the transfer of your files from your current accountant.
