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  • Accountant Evaluation Test

    Answer these questions to assess whether your current accountant is giving your business the advice, clarity and support it needs.

     

    Read each question carefully and answer based on your experience with your current accountant. Please choose the answer that best reflects the relationship as it is now.

  • Do you receive regular business advice from your accountant?*
  • Does your accountant proactively look for solutions to your problems?*
  • Does your accountant work with you to develop a Strategic Business Plan and ensure that you "stay on track"?*
  • Does your accountant have the experience and expertise to advise you through your growth journey?*
  • Do you find it difficult to contact your accountant?*
  • When you speak to them are they easy to talk to?*
  • Are you confident that your Accountant has the expertise, skills and knowledge to give you the right advice and support?*
  • Have you noticed mistakes in your financial statements or tax returns?*
  • Do you trust your accountant?*
  • Do you know exactly what you are paying your accountant for?*
  • Are your questions or concerns going unanswered?*
  • Is your accountant leveraging technology and innovation to give you the best service possible?*
  • Is your accountant more than just a service provider? Do you feel they are invested in the success of your business on a personal level?*
  • What about the future? Is your accountant helping you plan for the long-term?*

  • RED ALERT!

    It is time for you to think about finding a new accountant.

    Your accountant is delivering a service which is significantly holding back your business and could be putting its success at risk. It is important to remember that your financial success depends on having the right professionals in your corner.

    Switching accountants may be a difficult decision, but once made it is quick and easy to do. 

  • AMBER WARING!

    It is time for you to think about finding a new accountant.

    Although your accountant is providing a reasonable service, there are significant areas of opportunity for improvement. It is important to remember that your financial success depends on having the right professionals in your corner.

    Switching accountants may be a difficult decision, but once made it is quick and easy to do.

  • GREEN LIGHT!

    It sounds like your accountant is delivering a good service

    However, there is always room for improvememt. Your accountant should constantly strive to improve their service. They should never rest on their laurels and always look for ways to innovate, embrace and leverage new technology.

     

  • Would you like a more detailed analysis of your responses comparing the level of service you are currently receiving from your accountant, against the gold standard of service you should expect?*

  • Wood and Disney Privacy Policy

  • Thank you for completing this questionnaire.

  • If you ever require any help in the future or just want to talk through any business problems you are having, then please do not hesitate to get in touch.

    You can contact us for a free, no obligation chat on: 01206 233170 or email us at info@wood-disney.co.uk.

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