Although the process seems complicated, it is very important for the development of the enterprise. In addition, there are tips that help make the change simpler and with less possibility of errors.
In this article, you will understand what to consider when making a counter switch. Keep reading and check out 5 tips for not making mistakes in this process!
What does an accountant do?
Even in small and medium-sized companies, the accountant plays a very important role in the performance of the business. After all, your work goes far beyond doing the project’s Income Tax, for example.
In fact, the professional can act as a consultant for the company, helping in decision-making. In this way, the work of the accountant is essential for the business to remain financially healthy and legal.
Furthermore, the service allows you to have a detailed view of all your business income and expenses. Among the functions of the professional, it is also worth highlighting:
- manage financial, tax, labor and tax activities ;
- create financial and risk reports;
- Help with cash flow control.
For this, the accountant must record and organize the company’s financial and tax issues, in addition to performing calculations and analyses. As the professional is aware of the entire financial situation of the business, he needs to be an accountant you trust.
What are the main reasons for switching professionals?
Considering the role and importance of the accountant for a company, it is expected that the professional meets your expectations. If this does not happen, it is possible to resort to another service provider, based on the company’s needs.
If the current accountant is not meeting their obligations, the problem could get worse over time. Therefore, the sooner issues are resolved, the better. Another reason to change the professional is the difficulty of communication.
After all, it is essential to be able to communicate clearly and efficiently with the service provider. If problems with the tax authorities arise, for example, they need to be resolved quickly and effectively.
Other factors that can lead to a change of professional are failure to meet deadlines, failure to keep up with changes in legislation or use of outdated tools. All of these situations can disrupt the relationship between the professional and the entrepreneur, making it difficult to maintain the partnership.
Finally, remember that the accounting service has a direct influence on business performance. Therefore, it is essential to make a decision to hire or change a professional with caution.
5 Tips for switching accountants
With the exception of individual micro-entrepreneurs, all companies are required by law to maintain an accountant . Therefore, if you are not satisfied with the work of the current professional, it is essential to know how to change it.
Check out the 5 tips below:
Check professional registration
Registration with the Regional Accounting Council (CRC) is an obligation of every accounting professional. It allows the exercise of the profession, as it proves that the accountant is regulated and legally operates in the area.
The main functions of the CRC are to oversee professional practice and establish rules and principles that must be followed by all accountants. Therefore, registering with the council guarantees the credibility of the accountant and proves that he is able to practice the profession ethically and competently.
In this sense, when changing accountants, the first precaution you should take is to verify that the provider is duly registered with the council of your state.
Analyze the attendance
With the current demand from companies, responses must be quick and accurate. Therefore, when changing professionals, you must ensure that the new accountant will be ready to serve you at any time.
Therefore, it is worth evaluating all the service provider’s communication channels, such as e-mail, telephone, website and social networks. Availability, speed and cordiality are relevant features in a service — and should be considered before closing the deal.
In addition to having faster responses, this relationship helps to establish a long-term bond of trust. After all, this is an essential fact for the success of the partnership.
Check the qualification of the accountant
Another point that you should observe when changing accountants is to find a professional who specializes in the area of expertise of your business. This way, he will have more technical knowledge to provide the necessary accounting services.
In addition, it is important to seek trained and experienced professionals. They must keep up to date, especially with regard to tax and labor laws. This competency should also be linked to the ability to solve problems and apply concepts.
To ensure that the accountant has the necessary skills, you can contact the professional and talk about the main difficulties of your company. In this way, it is possible to analyze whether the solutions presented meet your expectations.
ask for recommendations
If you’re having trouble finding a professional, it’s interesting to ask other entrepreneurs for recommendations. If they are satisfied with the service provided, there is a greater chance that you will also enjoy the benefits of hiring them.
From the references, select the accountants of interest and schedule a conversation. This is an essential step to understand if it can help you in your business — after all, each company is unique and requires specific solutions.
Know the tools used
It is also important to consider whether the accountant uses the appropriate technologies to meet your needs. After all, there are already tools on the market that facilitate financial control of your company.