Accountancy covers a wide range of work, from monthly bookkeeping to statutory audits and tax planning. Start by listing what you actually need done.
Match the firm to the work
- Bookkeeping and management accounts
- VAT returns
- Payroll and social insurance
- Annual financial statements and audit
- Personal and corporate tax returns
Check qualifications
Statutory audits must be carried out by registered auditors. For other work, ask which professional body the accountant belongs to and who will actually handle your file.
Ask how they work day to day
Find out which accounting software they use, how you will send documents and how quickly they reply to questions. A good fit here saves time every month.
Agree the scope and fee in writing
An engagement letter should set out what is included, deadlines on both sides and how extra work is charged.
