New Year, New Me, New Accountant? It seems almost human nature for people to switch things up at the beginning of a new year. New Year’s resolutions include things like a gym membership, a new car, and to save more money. What about including accountant browsing on your to-do list?
Too often once an individual finds an accountant, they set it and forget it, but choosing an accountant is similar to buying a new car. When you buy a car, you don’t arrive at the first dealership you stumble across, close your eyes and point to the first one available. You take your time in choosing which car would be the best fit for you. You may even go to multiple dealerships and look at what they can offer you. This should be a similar practice with choosing an accountant!
What can your current accountant offer you? Are there services that you can get elsewhere that would be more beneficial for you? Is price a primary concern or are you searching for quality? Would you want to have a personalized experience with an accountant that cares about you and your goals? Does your current accountant work on commission and how does this affect you?
These are a few of the many valuable questions that you should be asking as you enter 2019. The Sleeter Group (now Accountex) found that 72% of small business owners have changed their CPA or accounting firms because the firm “did not give proactive advice, only reactive service.” This is something you won’t have to worry about at Cruise & Associates. Our team works with you to develop financial plans that will point you in the right direction of your financial goals.
If you are wanting to browse your options for accounting or other financial services, Cruise & Associates offers free consultations. Visit www.cruise-associates.com, call (800) 401-4284, or email cadesk@cruise-associates.com to schedule an appointment or if you have any questions or concerns.